EFS
Essex Financial Services’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
5,464
+1,642
| +43% | +$196K | 0.04% | 355 |
|
|
2025
Q1 | $472K | Sell |
3,822
-2,030
| -35% | -$251K | 0.03% | 395 |
|
|
2024
Q4 | $667K | Buy |
5,852
+2,677
| +84% | +$305K | 0.05% | 321 |
|
|
2024
Q3 | $417K | Sell |
3,175
-2,804
| -47% | -$369K | 0.03% | 413 |
|
|
2024
Q2 | $810K | Buy |
5,979
+2,826
| +90% | +$383K | 0.06% | 281 |
|
|
2024
Q1 | $515K | Buy |
3,153
+158
| +5% | +$25.8K | 0.05% | 318 |
|
|
2023
Q4 | $399K | Buy |
2,995
+20
| +0.7% | +$2.66K | 0.04% | 344 |
|
|
2023
Q3 | $357K | Buy |
2,975
+183
| +7% | +$22K | 0.04% | 344 |
|
|
2023
Q2 | $266K | Sell |
2,792
-4,461
| -62% | -$425K | 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% | +$2.91K | 0.07% | 243 |
|
|
2022
Q3 | $488K | Sell |
6,042
-2,748
| -31% | -$222K | 0.06% | 260 |
|
|
2022
Q2 | $721K | Buy |
8,790
+3,862
| +78% | +$317K | 0.08% | 220 |
|
|
2022
Q1 | $426K | Buy |
+4,928
| New | +$426K | 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% | -$332K | 0.04% | 310 |
|
|
2020
Q4 | $491K | Buy |
7,020
+259
| +4% | +$18.1K | 0.1% | 189 |
|
|
2020
Q3 | $350K | Buy |
6,761
+314
| +5% | +$16.3K | 0.09% | 206 |
|
|
2020
Q2 | $464K | Buy |
6,447
+292
| +5% | +$21K | 0.14% | 140 |
|
|
2020
Q1 | $330K | Sell |
6,155
-4,193
| -41% | -$225K | 0.12% | 169 |
|
|
2019
Q4 | $1.15M | Buy |
10,348
+512
| +5% | +$57K | 0.32% | 76 |
|
|
2019
Q3 | $1.01M | Sell |
9,836
-13,054
| -57% | -$1.34M | 0.32% | 81 |
|
|
2019
Q2 | $2.14M | Sell |
22,890
-192
| -0.8% | -$18K | 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% | -$7.93K | 0.62% | 46 |
|
|
2018
Q3 | $2.64M | Buy |
23,460
+1
| +0% | +$113 | 0.58% | 47 |
|
|
2018
Q2 | $2.64M | 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% | -$77.2K | 0.56% | 44 |
|
|
2017
Q3 | $2.21M | Buy |
24,091
+63
| +0.3% | +$5.77K | 0.54% | 47 |
|
|
2017
Q2 | $1.99M | Sell |
24,028
-974
| -4% | -$80.5K | 0.42% | 60 |
|
|
2017
Q1 | $1.98M | Sell |
25,002
-93
| -0.4% | -$7.37K | 0.46% | 60 |
|
|
2016
Q4 | $2.17M | Buy |
25,095
+190
| +0.8% | +$16.4K | 0.46% | 55 |
|
|
2016
Q3 | $2.01M | Sell |
24,905
-365
| -1% | -$29.4K | 0.48% | 55 |
|
|
2016
Q2 | $2.01M | Buy |
25,270
+121
| +0.5% | +$9.6K | 0.49% | 54 |
|
|
2016
Q1 | $2.18M | Buy |
25,149
+224
| +0.9% | +$19.4K | 0.54% | 48 |
|
|
2015
Q4 | $2.04M | Buy |
24,925
+444
| +2% | +$36.3K | 0.49% | 53 |
|
|
2015
Q3 | $1.88M | Sell |
24,481
-14
| -0.1% | -$1.08K | 0.49% | 54 |
|
|
2015
Q2 | $1.97M | Sell |
24,495
-460
| -2% | -$37.1K | 0.51% | 52 |
|
|
2015
Q1 | $1.96M | Buy |
24,955
+498
| +2% | +$39.1K | 0.5% | 54 |
|
|
2014
Q4 | $1.75M | Buy |
24,457
+12,540
| +105% | +$899K | 0.46% | 59 |
|
|
2014
Q3 | $969K | Hold |
11,917
| – | – | 0.29% | 82 |
|
|
2014
Q2 | $958K | Sell |
11,917
-144
| -1% | -$11.6K | 0.29% | 83 |
|
|
2014
Q1 | $929K | Hold |
12,061
| – | – | 0.3% | 79 |
|
|
2013
Q4 | $930K | Buy |
12,061
+1,208
| +11% | +$93.1K | 0.31% | 79 |
|
|
2013
Q3 | $628 | Sell |
10,853
-1,722
| -14% | -$100 | 0.2% | 107 |
|
|
2013
Q2 | $741K | Buy |
+12,575
| New | +$741K | 0.26% | 96 |
|