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Atlantic Family Wealth’s LyondellBasell Industries LYB Stock Holding History

Atlantic Family Wealth’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
2025
Q2 		– Sell
-2,996
Closed -$211K – 54
2025
Q1 		$211K Buy
+2,996
New +$225K 0.19% 42

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Atlantic Family Wealth's LYB Position: Q2 2025 in Review

Atlantic Family Wealth sold out of LyondellBasell Industries (LYB) in Q2 2025, closing a stake of 2,996 shares — an estimated $211K sold.

Atlantic Family Wealth first reported a position in LYB in Q1 2025 and held it in 1 quarter. The position peaked at $211K in Q1 2025. 880 funds tracked by Wall St. Rank hold LYB as of Q2 2025.

  • Atlantic Family Wealth reported no remaining LyondellBasell Industries position as of Q2 2025 after selling out during the quarter.
  • Atlantic Family Wealth sold 2,996 LyondellBasell Industries shares in Q2 2025, an estimated $211K.
  • Atlantic Family Wealth first reported a position in LyondellBasell Industries in Q1 2025 and held it in 1 quarter.
  • Atlantic Family Wealth's LyondellBasell Industries position peaked at $211K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2025.

Based on Atlantic Family Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.