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Essex Savings Bank’s Phillips 66 PSX Stock Holding History

Essex Savings Bank’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
Q2 		$873K Sell
5,164
-239
-4% -$41.1K 0.19% 113
2026
Q1 		$984K Sell
5,403
-65
-1% -$10.2K 0.22% 96
2025
Q4 		$706K Buy
5,468
+95
+2% +$12.8K 0.15% 128
2025
Q3 		$731K Sell
5,373
-17
-0.3% -$2.18K 0.16% 120
2025
Q2 		$643K Sell
5,390
-159
-3% -$17.8K 0.15% 129
2025
Q1 		$685K Sell
5,549
-4
-0.1% -$493 0.17% 119
2024
Q4 		$633K Buy
5,553
+21
+0.4% +$2.67K 0.16% 126
2024
Q3 		$727K Sell
5,532
-11
-0.2% -$1.49K 0.18% 118
2024
Q2 		$782K Sell
5,543
-4
-0.1% -$592 0.21% 101
2024
Q1 		$739K Hold
5,547
– – 0.21% 105
2023
Q4 		$739K Buy
5,547
+437
+9% +$52.2K 0.21% 105
2023
Q3 		$614K Buy
5,110
+5
+0.1% +$561 0.21% 102
2023
Q2 		$487K Sell
5,105
-625
-11% -$60.8K 0.16% 122
2023
Q1 		$581K Buy
5,730
+14
+0.2% +$1.42K 0.2% 107
2022
Q4 		$595K Sell
5,716
-4
-0.1% -$409 0.21% 97
2022
Q3 		$461K Sell
5,720
-30
-0.5% -$2.56K 0.18% 112
2022
Q2 		$471K Buy
5,750
+11
+0.2% +$1.02K 0.18% 117
2022
Q1 		$496K Sell
5,739
-25
-0.4% -$2.1K 0.16% 121
2021
Q4 		$418K Sell
5,764
-442
-7% -$33.4K 0.14% 137
2021
Q3 		$441K Buy
6,206
+464
+8% +$33.6K 0.16% 131
2021
Q2 		$484K Buy
5,742
+125
+2% +$10.6K 0.19% 120
2021
Q1 		$467K Sell
5,617
-315
-5% -$24.7K 0.2% 112
2020
Q4 		$415K Sell
5,932
-569
-9% -$33.4K 0.19% 125
2020
Q3 		$337K Sell
6,501
-1,001
-13% -$61.1K 0.17% 133
2020
Q2 		$540K Buy
7,502
+738
+11% +$52.3K 0.32% 79
2020
Q1 		$363K Sell
6,764
-2,580
-28% -$210K 0.26% 103
2019
Q4 		$1.04M Sell
9,344
-1,137
-11% -$128K 0.53% 50
2019
Q3 		$1.07M Sell
10,481
-4,634
-31% -$464K 0.57% 49
2019
Q2 		$1.41M Buy
15,115
+5,436
+56% +$488K 0.5% 46
2019
Q1 		$921K Sell
9,679
-9
-0.1% -$856 0.52% 43
2018
Q4 		$835K Buy
+9,688
New +$947K 0.52% 43

Other funds holding PSX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Essex Savings Bank's PSX Position: Q2 2026 in Review

Essex Savings Bank reduced its Phillips 66 (PSX) stake by 4.4% in Q2 2026, selling an estimated $41.1K and leaving 5,164 shares worth $873K. The position accounts for 0.19% of the portfolio, ranked #113.

Essex Savings Bank first reported a position in PSX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.41M in Q2 2019. 957 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Essex Savings Bank held 5,164 shares of Phillips 66 worth $873K as of Q2 2026.
  • Essex Savings Bank sold 239 Phillips 66 shares in Q2 2026, an estimated $41.1K.
  • Phillips 66 made up 0.19% of Essex Savings Bank's portfolio in Q2 2026, its #113 holding.
  • Essex Savings Bank first reported a position in Phillips 66 in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's Phillips 66 position peaked at $1.41M in Q2 2019.
  • 957 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.