Avalon Trust’s LyondellBasell Industries LYB Stock Holding History

Avalon Trust’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 Q4	–	Sell	-11	Closed	-$540	–	558
2025 Q3	$540	Buy	+11	New	+$620	﹤0.01%	547

Other funds holding LYB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avalon Trust's LYB Position: Q4 2025 in Review

Avalon Trust sold out of LyondellBasell Industries (LYB) in Q4 2025, closing a stake of 11 shares — an estimated $540 sold.

Avalon Trust first reported a position in LYB in Q3 2025 and held it in 1 quarter. The position peaked at $540 in Q3 2025. 798 funds tracked by Wall St. Rank hold LYB as of Q4 2025.

Avalon Trust reported no remaining LyondellBasell Industries position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 11 LyondellBasell Industries shares in Q4 2025, an estimated $540.
Avalon Trust first reported a position in LyondellBasell Industries in Q3 2025 and held it in 1 quarter.
Avalon Trust's LyondellBasell Industries position peaked at $540 in Q3 2025.
798 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.