EFS
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Essex Financial Services’s Phillips 66 PSX Stock Holding History

Essex Financial Services’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Sell
6,363
-201
-3% -$31.5K 0.07% 255
2025
Q4 		$847K Buy
6,564
+1,043
+19% +$140K 0.05% 325
2025
Q3 		$751K Buy
5,521
+57
+1% +$7.3K 0.04% 332
2025
Q2 		$652K Buy
5,464
+1,642
+43% +$184K 0.04% 355
2025
Q1 		$472K Sell
3,822
-2,030
-35% -$250K 0.03% 395
2024
Q4 		$667K Buy
5,852
+2,677
+84% +$341K 0.05% 321
2024
Q3 		$417K Sell
3,175
-2,804
-47% -$379K 0.03% 413
2024
Q2 		$810K Buy
5,979
+2,826
+90% +$418K 0.06% 281
2024
Q1 		$515K Buy
3,153
+158
+5% +$22.8K 0.05% 318
2023
Q4 		$399K Buy
2,995
+20
+0.7% +$2.39K 0.04% 344
2023
Q3 		$357K Buy
2,975
+183
+7% +$20.5K 0.04% 344
2023
Q2 		$266K Sell
2,792
-4,461
-62% -$434K 0.03% 389
2023
Q1 		$735K Buy
7,253
+1,183
+19% +$120K 0.08% 232
2022
Q4 		$631K Buy
6,070
+28
+0.5% +$2.86K 0.07% 243
2022
Q3 		$488K Sell
6,042
-2,748
-31% -$234K 0.06% 260
2022
Q2 		$721K Buy
8,790
+3,862
+78% +$357K 0.08% 220
2022
Q1 		$426K Buy
+4,928
New +$415K 0.04% 312
2021
Q3 		– Sell
-2,947
Closed -$240K – 476
2021
Q2 		$240K Hold
2,947
– – 0.03% 384
2021
Q1 		$240K Sell
2,947
-4,073
-58% -$320K 0.04% 310
2020
Q4 		$491K Buy
7,020
+259
+4% +$15.2K 0.1% 189
2020
Q3 		$350K Buy
6,761
+314
+5% +$19.2K 0.09% 206
2020
Q2 		$464K Buy
6,447
+292
+5% +$20.7K 0.14% 140
2020
Q1 		$330K Sell
6,155
-4,193
-41% -$341K 0.12% 169
2019
Q4 		$1.15M Buy
10,348
+512
+5% +$57.5K 0.32% 76
2019
Q3 		$1.01M Sell
9,836
-13,054
-57% -$1.31M 0.32% 81
2019
Q2 		$2.14M Sell
22,890
-192
-0.8% -$17.2K 0.63% 44
2019
Q1 		$2.2M Sell
23,082
-286
-1% -$27.2K 0.66% 43
2018
Q4 		$2.01M Sell
23,368
-92
-0.4% -$8.99K 0.62% 46
2018
Q3 		$2.64M Buy
23,460
+1
+0% +$116 0.58% 47
2018
Q2 		$2.63M Buy
23,459
+131
+0.6% +$14.7K 0.63% 42
2018
Q1 		$2.24M Hold
23,328
– – 0.44% 58
2017
Q4 		$2.36M Sell
23,328
-763
-3% -$72.5K 0.56% 44
2017
Q3 		$2.21M Buy
24,091
+63
+0.3% +$5.34K 0.54% 47
2017
Q2 		$1.99M Sell
24,028
-974
-4% -$76.5K 0.42% 60
2017
Q1 		$1.98M Sell
25,002
-93
-0.4% -$7.49K 0.46% 60
2016
Q4 		$2.17M Buy
25,095
+190
+0.8% +$15.8K 0.46% 55
2016
Q3 		$2.01M Sell
24,905
-365
-1% -$28.4K 0.48% 55
2016
Q2 		$2M Buy
25,270
+121
+0.5% +$9.88K 0.49% 54
2016
Q1 		$2.18M Buy
25,149
+224
+0.9% +$18.2K 0.54% 48
2015
Q4 		$2.04M Buy
24,925
+444
+2% +$38.3K 0.49% 53
2015
Q3 		$1.88M Sell
24,481
-14
-0.1% -$1.11K 0.49% 54
2015
Q2 		$1.97M Sell
24,495
-460
-2% -$36.6K 0.51% 52
2015
Q1 		$1.96M Buy
24,955
+498
+2% +$36.6K 0.5% 54
2014
Q4 		$1.75M Buy
24,457
+12,540
+105% +$925K 0.46% 59
2014
Q3 		$969K Hold
11,917
– – 0.29% 82
2014
Q2 		$958K Sell
11,917
-144
-1% -$11.9K 0.29% 83
2014
Q1 		$929K Hold
12,061
– – 0.3% 79
2013
Q4 		$930K Buy
12,061
+1,208
+11% +$80.6K 0.31% 79
2013
Q3 		$628 Sell
10,853
-1,722
-14% -$99.8K 0.2% 107
2013
Q2 		$741K Buy
+12,575
New +$790K 0.26% 96

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Essex Financial Services's PSX Position: Q1 2026 in Review

Essex Financial Services reduced its Phillips 66 (PSX) stake by 3.1% in Q1 2026, selling an estimated $31.5K and leaving 6,363 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #255.

Essex Financial Services first reported a position in PSX in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.64M in Q3 2018. 2,118 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Essex Financial Services held 6,363 shares of Phillips 66 worth $1.16M as of Q1 2026.
  • Essex Financial Services sold 201 Phillips 66 shares in Q1 2026, an estimated $31.5K.
  • Phillips 66 made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #255 holding.
  • Essex Financial Services first reported a position in Phillips 66 in Q2 2013 and has held it in 50 quarters since.
  • Essex Financial Services's Phillips 66 position peaked at $2.64M in Q3 2018.
  • 2,118 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.