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Disclosery

Essex Financial Services, Inc.: XOP position timeline

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

Essex Financial Services, Inc. held 7,036 XOP 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 7,036 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $1,085,388.

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

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

  2. period ended2026-03-31
    13F 7,051 shares
    Change vs previous 13F -415 shares

    0.07% of the 13F portfolio, value $1,282,015.

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

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

  3. period ended2025-12-31
    13F 7,466 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $942,710.

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

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

  4. period ended2025-09-30
    13F 7,489 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $990,025.

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

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

  5. period ended2025-06-30
    13F 7,789 shares
    Change vs previous 13F -196 shares

    0.06% of the 13F portfolio, value $979,903.

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

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

  6. period ended2025-03-31
    13F 7,985 shares
    Change vs previous 13F -146 shares

    0.08% of the 13F portfolio, value $1,051,650.

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

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

  7. period ended2024-12-31
    13F 8,131 shares
    Change vs previous 13F -31 shares

    0.08% of the 13F portfolio, value $1,076,356.

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

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

  8. period ended2024-09-30
    13F 8,162 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,098,055.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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