HNWA
PSX icon

Henrickson Nauta Wealth Advisors’s Phillips 66 PSX Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$232K Buy
1,375
+6
+0.4% +$1.03K 0.06% 105
2026
Q1 		$249K Sell
1,369
-878
-39% -$138K 0.07% 93
2025
Q4 		$307K Buy
+2,247
New +$302K 0.05% 99
2022
Q1 		– Sell
-1,150
Closed -$95K – 201
2021
Q4 		$95K Buy
+1,150
New +$86.9K 0.08% 64

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's PSX Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Phillips 66 (PSX) stake by 0.44% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,375 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #105.

Henrickson Nauta Wealth Advisors first reported a position in PSX in Q4 2021 and has held it in 4 quarters since. The position peaked at $307K in Q4 2025. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 1,375 shares of Phillips 66 worth $232K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 6 Phillips 66 shares in Q2 2026, an estimated $1.03K.
  • Phillips 66 made up 0.06% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Phillips 66 in Q4 2021 and has held it in 4 quarters since.
  • Henrickson Nauta Wealth Advisors's Phillips 66 position peaked at $307K in Q4 2025.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.