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Lido Advisors, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on PSX, newest first. How the timeline and the estimate are built.

Lido Advisors, LLC held 49,178 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,178 shares
    Change vs previous 13F +7,718 shares

    0.03% of the 13F portfolio, value $8,313,954.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,460 shares
    Change vs previous 13F -5,510 shares

    0.03% of the 13F portfolio, value $7,553,693.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,970 shares
    Change vs previous 13F -799 shares

    0.03% of the 13F portfolio, value $6,370,654.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 47,769 shares
    Change vs previous 13F +3,159 shares

    0.03% of the 13F portfolio, value $6,497,644.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,610 shares
    Change vs previous 13F -3,405 shares

    0.03% of the 13F portfolio, value $5,322,085.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,015 shares
    Change vs previous 13F +1,274 shares

    0.03% of the 13F portfolio, value $5,929,007.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,741 shares
    Change vs previous 13F +1,507 shares

    0.03% of the 13F portfolio, value $5,325,254.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,234 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,946,073.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).