Annis Gardner Whiting Capital Advisors’s LyondellBasell Industries LYB Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026 Q2	–	Sell	-910	Closed	-$73.3K	–	874
2026 Q1	$73.3K	Buy	+910	New	+$54K	0.01%	508
2025 Q4	–	Sell	-1,962	Closed	-$96.2K	–	1291
2025 Q3	$96.2K	Sell	1,962 -265	-12%	-$14.9K	0.02%	402
2025 Q2	$129K	Buy	2,227 +1,957	+725%	+$114K	0.04%	272
2025 Q1	$19K	Hold	270	–	–	0.01%	463
2024 Q4	$20.1K	Sell	270 -14	-5%	-$1.18K	0.01%	441
2024 Q3	$27.2K	Sell	284 -232	-45%	-$22.2K	0.01%	425
2024 Q2	$49.4K	Hold	516	–	–	0.01%	401
2024 Q1	$52.8K	Buy	516 +234	+83%	+$22.8K	0.02%	374
2023 Q4	$26.8K	Buy	282 +10	+4%	+$935	0.01%	365
2023 Q3	$25.8K	Buy	+272	New	+$26.1K	0.01%	363

Other funds holding LYB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's LYB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of LyondellBasell Industries (LYB) in Q2 2026, closing a stake of 910 shares — an estimated $73.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in LYB in Q3 2023 and held it in 10 quarters. The position peaked at $129K in Q2 2025. 875 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining LyondellBasell Industries position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 910 LyondellBasell Industries shares in Q2 2026, an estimated $73.3K.
Annis Gardner Whiting Capital Advisors first reported a position in LyondellBasell Industries in Q3 2023 and held it in 10 quarters.
Annis Gardner Whiting Capital Advisors's LyondellBasell Industries position peaked at $129K in Q2 2025.
875 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.