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Disclosery

Essex Financial Services, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on PSX, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 11,565 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,565 shares
    Change vs previous 13F -201 shares

    0.08% of the 13F portfolio, value $1,955,033.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,401 shares
    • Essex Bank: 5,164 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,766 shares
    Change vs previous 13F -266 shares

    0.1% of the 13F portfolio, value $2,143,593.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,363 shares
    • Essex Bank: 5,403 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,032 shares
    Change vs previous 13F +1,138 shares

    0.07% of the 13F portfolio, value $1,552,578.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 6,564 shares
    • Essex Bank: 5,468 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,894 shares
    Change vs previous 13F +40 shares

    0.07% of the 13F portfolio, value $1,481,769.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,521 shares
    • Essex Bank: 5,373 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,854 shares
    Change vs previous 13F +1,483 shares

    0.07% of the 13F portfolio, value $1,294,847.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,464 shares
    • Essex Bank: 5,390 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,371 shares
    Change vs previous 13F -2,034 shares

    0.06% of the 13F portfolio, value $1,157,120.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,822 shares
    • Essex Bank: 5,549 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,405 shares
    Change vs previous 13F +2,698 shares

    0.07% of the 13F portfolio, value $1,299,326.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 5,852 shares
    • Essex Bank: 5,553 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,707 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,144,515.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 3,175 shares
    • Essex Bank: 5,532 shares

    Acceptance time not in the bulk data set (spec §4.2).