Lido Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.55M | Sell |
41,460
-5,510
| -12% | -$863K | 0.02% | 372 |
|
|
2025
Q4 | $6.37M | Sell |
46,970
-799
| -2% | -$108K | 0.02% | 400 |
|
|
2025
Q3 | $6.5M | Buy |
47,769
+3,159
| +7% | +$405K | 0.02% | 379 |
|
|
2025
Q2 | $5.32M | Sell |
44,610
-3,405
| -7% | -$381K | 0.02% | 358 |
|
|
2025
Q1 | $5.93M | Buy |
48,015
+1,274
| +3% | +$157K | 0.03% | 314 |
|
|
2024
Q4 | $5.33M | Buy |
46,741
+1,507
| +3% | +$192K | 0.02% | 319 |
|
|
2024
Q3 | $5.95M | Buy |
45,234
+1,142
| +3% | +$154K | 0.03% | 288 |
|
|
2024
Q2 | $6.22M | Buy |
44,092
+28,811
| +189% | +$4.26M | 0.03% | 257 |
|
|
2024
Q1 | $2.5M | Buy |
15,281
+859
| +6% | +$124K | 0.01% | 393 |
|
|
2023
Q4 | $1.92M | Buy |
14,422
+1,880
| +15% | +$225K | 0.01% | 426 |
|
|
2023
Q3 | $1.51M | Buy |
12,542
+845
| +7% | +$94.8K | 0.01% | 440 |
|
|
2023
Q2 | $1.12M | Buy |
11,697
+1,686
| +17% | +$164K | 0.01% | 497 |
|
|
2023
Q1 | $1.01M | Buy |
10,011
+136
| +1% | +$13.8K | 0.01% | 477 |
|
|
2022
Q4 | $1.03M | Buy |
9,875
+3,047
| +45% | +$312K | 0.01% | 409 |
|
|
2022
Q3 | $550K | Buy |
6,828
+829
| +14% | +$70.7K | 0.01% | 525 |
|
|
2022
Q2 | $491K | Buy |
5,999
+475
| +9% | +$43.9K | 0.01% | 552 |
|
|
2022
Q1 | $477K | Sell |
5,524
-1,501
| -21% | -$126K | 0.01% | 617 |
|
|
2021
Q4 | $509K | Sell |
7,025
-1,217
| -15% | -$92K | 0.01% | 610 |
|
|
2021
Q3 | $577K | Sell |
8,242
-766
| -9% | -$55.4K | 0.01% | 536 |
|
|
2021
Q2 | $773K | Buy |
9,008
+46
| +0.5% | +$3.88K | 0.01% | 437 |
|
|
2021
Q1 | $731K | Sell |
8,962
-158
| -2% | -$12.4K | 0.01% | 408 |
|
|
2020
Q4 | $637K | Buy |
9,120
+2,162
| +31% | +$127K | 0.01% | 422 |
|
|
2020
Q3 | $361K | Sell |
6,958
-399
| -5% | -$24.3K | 0.01% | 441 |
|
|
2020
Q2 | $529K | Buy |
7,357
+2,317
| +46% | +$164K | 0.02% | 340 |
|
|
2020
Q1 | $270K | Sell |
5,040
-726
| -13% | -$59.1K | 0.01% | 439 |
|
|
2019
Q4 | $642K | Buy |
5,766
+207
| +4% | +$23.3K | 0.03% | 331 |
|
|
2019
Q3 | $569K | Buy |
5,559
+2,285
| +70% | +$229K | 0.03% | 307 |
|
|
2019
Q2 | $306K | Sell |
3,274
-2,016
| -38% | -$181K | 0.02% | 421 |
|
|
2019
Q1 | $503K | Buy |
5,290
+1,552
| +42% | +$148K | 0.03% | 287 |
|
|
2018
Q4 | $322K | Sell |
3,738
-105
| -3% | -$10.3K | 0.03% | 289 |
|
|
2018
Q3 | $433K | Buy |
+3,843
| New | +$444K | 0.04% | 273 |
|
|
2016
Q4 | – | Sell |
-2,901
| Closed | -$234K | – | 234 |
|
|
2016
Q3 | $234K | Sell |
2,901
-1,719
| -37% | -$134K | 0.07% | 121 |
|
|
2016
Q2 | $367K | Buy |
4,620
+1,120
| +32% | +$91.5K | 0.11% | 88 |
|
|
2016
Q1 | $303K | Buy |
+3,500
| New | +$284K | 0.1% | 94 |
|
Other funds holding PSX
VCM
VPM
EIM
Lido Advisors's PSX Position: Q1 2026 in Review
Lido Advisors reduced its Phillips 66 (PSX) stake by 12% in Q1 2026, selling an estimated $863K and leaving 41,460 shares worth $7.55M. The position accounts for 0.02% of the portfolio, ranked #372.
Lido Advisors first reported a position in PSX in Q1 2016 and has held it in 34 quarters since. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Lido Advisors held 41,460 shares of Phillips 66 worth $7.55M as of Q1 2026.
- Lido Advisors sold 5,510 Phillips 66 shares in Q1 2026, an estimated $863K.
- Phillips 66 made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #372 holding.
- Lido Advisors first reported a position in Phillips 66 in Q1 2016 and has held it in 34 quarters since.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.