Position in PBT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,950,763
+$324,527 QoQ
Shares Held
117,842
-3.4% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#16
of 101 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $122,206,437 across 21 Oil & Gas Midstream names. PBT ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
84,034 | $20,084,965 | |
| 2 | WMB |
Williams Companies, Inc.
|
238,011 | $17,693,735 | |
| 3 | OKE |
Oneok Inc /New/
|
202,981 | $17,647,167 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
407,351 | $14,974,222 | |
| 5 | ET |
Energy Transfer LP
|
521,197 | $9,965,286 | |
| 6 | ENB |
Enbridge Inc
|
180,411 | $9,780,080 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
304,173 | $9,724,410 | |
| 8 | MPLX |
Mplx LP
|
103,806 | $5,847,391 |
All Filings in PBT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,950,763 | 117,842 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,626,236 | 122,037 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,080,440 | 122,523 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,159,723 | 118,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,468,311 | 117,842 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,177,724 | 118,842 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,270,233 | 114,642 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $638,683 | 53,716 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $305,652 | 27,145 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||