Henrickson Nauta Wealth Advisors, Inc.

Position in PSX — Phillips 66

CIK 1903859 BELMONT, MI

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$232,443

-$16,961 QoQ

Shares Held

1,375

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,631

of 2,097 holders

Holding Since

Dec 2021

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Henrickson Nauta Wealth Advisors, Inc. holds $1,666,693 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,421	$1,130,317
2	VLO	Valero Energy Corp/Tx	1,167	$303,933
3	PSX	Phillips 66 This page	1,375	$232,443

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,443	1,375	+0.4%	Shares	Defined	2026-07-09
2026-03-31	$249,404	1,369	-39.1%	Shares	Defined	2026-04-16
2025-12-31	$289,952	2,247	+95.4%	Shares	Defined	2026-01-07
2021-12-31	$83,329	1,150	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.