Lido Advisors
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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
Q2 		$3.06M Buy
18,100
+16,200
+853% +$2.79M 0.01% 650
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 $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

Lido Advisors's PSX Position: Q2 2026 in Review

Lido Advisors increased its Phillips 66 (PSX) stake by 19% in Q2 2026, buying an estimated $1.33M and bringing the position to 49,178 shares worth $8.31M. The position accounts for 0.02% of the portfolio, ranked #385.

Lido Advisors first reported a position in PSX in Q1 2016 and has held it in 35 quarters since. 2,102 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Lido Advisors held 49,178 shares of Phillips 66 worth $8.31M as of Q2 2026.
  • Lido Advisors bought 7,718 Phillips 66 shares in Q2 2026, an estimated $1.33M.
  • Phillips 66 made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #385 holding.
  • Lido Advisors first reported a position in Phillips 66 in Q1 2016 and has held it in 35 quarters since.
  • 2,102 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.