Position in PBT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,626,236
+$545,796 QoQ
Shares Held
122,037
-0.4% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 21.49430090874079.ToString("F0")%
Shared 0.ToString("F0")%
None 78.5056990912592.ToString("F0")%
Common Shares in PBT Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Lido Advisors, LLC holds $75,100,362 across 18 Oil & Gas Midstream names. PBT ranks #9 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
86,617 | $24,578,439 | |
| 2 | ET |
Energy Transfer LP
|
400,245 | $7,724,728 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
196,388 | $7,431,321 | |
| 4 | OKE |
Oneok Inc /New/
|
77,363 | $6,992,841 | |
| 5 | ENB |
Enbridge Inc
|
115,082 | $6,230,539 | |
| 6 | AM |
Antero Midstream Corp
|
178,939 | $4,079,809 | |
| 7 | WMB |
Williams Companies, Inc.
|
55,883 | $4,067,163 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
78,644 | $2,636,933 |
All Filings in PBT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||