Avaii Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Avaii Wealth Management’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	$455K	Sell	8,650 -4,426	-34%	-$305K	0.13%	99
2026 Q1	$1.05M	Buy	+13,076	New	+$776K	0.37%	39
2023 Q3	–	Sell	-2,281	Closed	-$210K	–	146
2023 Q2	$210K	Sell	2,281 -2,119	-48%	-$194K	0.16%	135
2023 Q1	$413K	Sell	4,400 -731	-14%	-$68K	0.36%	64
2022 Q4	$426K	Buy	+5,131	New	+$420K	0.38%	60

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

Avaii Wealth Management's LYB Position: Q2 2026 in Review

Avaii Wealth Management reduced its LyondellBasell Industries (LYB) stake by 34% in Q2 2026, selling an estimated $305K and leaving 8,650 shares worth $455K. The position accounts for 0.13% of the portfolio, ranked #99.

Avaii Wealth Management first reported a position in LYB in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.05M in Q1 2026. 877 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Avaii Wealth Management held 8,650 shares of LyondellBasell Industries worth $455K as of Q2 2026.
Avaii Wealth Management sold 4,426 LyondellBasell Industries shares in Q2 2026, an estimated $305K.
LyondellBasell Industries made up 0.13% of Avaii Wealth Management's portfolio in Q2 2026, its #99 holding.
Avaii Wealth Management first reported a position in LyondellBasell Industries in Q4 2022 and has held it in 5 quarters since.
Avaii Wealth Management's LyondellBasell Industries position peaked at $1.05M in Q1 2026.
877 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.