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Advisory Resource Group’s LyondellBasell Industries LYB Stock Holding History

Advisory Resource Group’s Portfolio LYB Stock Details LYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,707
Closed -$256K – 155
2023
Q3 		$256K Sell
2,707
-30,304
-92% -$2.91M 0.07% 136
2023
Q2 		$3.03M Sell
33,011
-600
-2% -$54.8K 0.82% 32
2023
Q1 		$3.16M Buy
33,611
+1,191
+4% +$111K 0.89% 21
2022
Q4 		$2.69M Buy
32,420
+3,042
+10% +$249K 0.8% 30
2022
Q3 		$2.21M Buy
29,378
+5,797
+25% +$490K 0.73% 37
2022
Q2 		$2.06M Sell
23,581
-2,272
-9% -$237K 0.67% 46
2022
Q1 		$2.66M Sell
25,853
-64
-0.2% -$6.38K 0.83% 28
2021
Q4 		$2.51M Buy
25,917
+3,996
+18% +$371K 0.84% 35
2021
Q3 		$2.06M Buy
21,921
+1,036
+5% +$102K 0.76% 36
2021
Q2 		$2.15M Buy
20,885
+485
+2% +$52.5K 0.86% 32
2021
Q1 		$2.12M Sell
20,400
-402
-2% -$39.9K 0.99% 21
2020
Q4 		$1.91M Buy
20,802
+61
+0.3% +$4.97K 0.95% 23
2020
Q3 		$1.46M Buy
20,741
+515
+3% +$35.6K 0.86% 31
2020
Q2 		$1.33M Sell
20,226
-3,087
-13% -$184K 0.82% 30
2020
Q1 		$1.16M Buy
23,313
+8,629
+59% +$635K 0.88% 25
2019
Q4 		$1.39M Sell
14,684
-1,520
-9% -$139K 0.78% 24
2019
Q3 		$1.45M Buy
16,204
+2,210
+16% +$180K 0.78% 20
2019
Q2 		$1.21M Buy
13,994
+784
+6% +$66.9K 0.66% 30
2019
Q1 		$1.06M Buy
13,210
+2,970
+29% +$257K 0.59% 32
2018
Q4 		$852K Buy
+10,240
New +$937K 0.52% 30

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisory Resource Group's LYB Position: Q4 2023 in Review

Advisory Resource Group sold out of LyondellBasell Industries (LYB) in Q4 2023, closing a stake of 2,707 shares — an estimated $256K sold.

Advisory Resource Group first reported a position in LYB in Q4 2018 and held it in 20 quarters. The position peaked at $3.16M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold LYB as of Q4 2023.

  • Advisory Resource Group reported no remaining LyondellBasell Industries position as of Q4 2023 after selling out during the quarter.
  • Advisory Resource Group sold 2,707 LyondellBasell Industries shares in Q4 2023, an estimated $256K.
  • Advisory Resource Group first reported a position in LyondellBasell Industries in Q4 2018 and held it in 20 quarters.
  • Advisory Resource Group's LyondellBasell Industries position peaked at $3.16M in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2023.

Based on Advisory Resource Group's 13F filing for Q4 2023, filed 11 Jan 2024.