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Disclosery

Essex Financial Services, Inc.: VLO position timeline

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

Essex Financial Services, Inc. held 5,633 VLO 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 5,633 shares
    Change vs previous 13F -666 shares

    0.06% of the 13F portfolio, value $1,467,096.

    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.: 3,228 shares
    • Essex Bank: 2,405 shares

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

  2. period ended2026-03-31
    13F 6,299 shares
    Change vs previous 13F -600 shares

    0.07% of the 13F portfolio, value $1,556,345.

    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.: 3,194 shares
    • Essex Bank: 3,105 shares

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

  3. period ended2025-12-31
    13F 6,899 shares
    Change vs previous 13F +265 shares

    0.05% of the 13F portfolio, value $1,123,020.

    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.: 3,794 shares
    • Essex Bank: 3,105 shares

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

  4. period ended2025-09-30
    13F 6,634 shares
    Change vs previous 13F -410 shares

    0.05% of the 13F portfolio, value $1,129,457.

    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.: 3,604 shares
    • Essex Bank: 3,030 shares

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

  5. period ended2025-06-30
    13F 7,044 shares
    Change vs previous 13F -708 shares

    0.05% of the 13F portfolio, value $946,884.

    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.: 3,743 shares
    • Essex Bank: 3,301 shares

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

  6. period ended2025-03-31
    13F 7,752 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $1,023,836.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 4,451 shares
    • Essex Bank: 3,301 shares

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

  7. period ended2024-12-31
    13F 7,842 shares
    Change vs previous 13F +1,327 shares

    0.05% of the 13F portfolio, value $961,375.

    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.: 4,526 shares
    • Essex Bank: 3,316 shares

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

  8. period ended2024-09-30
    13F 6,515 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $881,945.

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

    • Essex Financial Services, Inc.: 3,214 shares
    • Essex Bank: 3,301 shares

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