Lido Advisors
PSX icon

Lido Advisors’s Phillips 66 PSX Stock Holding History

Lido 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
Q1 		$346K Hold
1,900
– – ﹤0.01% 1492
2025
Q4 		$245K Hold
1,900
– – ﹤0.01% 1674
2025
Q3 		$258K Buy
1,900
+700
+58% +$89.7K ﹤0.01% 1563
2025
Q2 		$143K Buy
+1,200
New +$134K ﹤0.01% 1560
2024
Q4 		– Sell
-300
Closed -$39.4K – 1580
2024
Q3 		$39.4K Hold
300
– – ﹤0.01% 1435
2024
Q2 		$42.4K Hold
300
– – ﹤0.01% 1380
2024
Q1 		$49K Buy
+300
New +$43.2K ﹤0.01% 1349

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.