Avior Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Avior 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	–	Sell	-37,037	Closed	-$2.98M	–	854
2026 Q1	$2.98M	Buy	37,037 +32,345	+689%	+$1.92M	0.08%	193
2025 Q4	$203K	Buy	+4,692	New	+$212K	0.01%	716
2025 Q1	–	Sell	-26	Closed	-$1.93K	–	1665
2024 Q4	$1.93K	Sell	26 -1	-4%	-$84	﹤0.01%	2122
2024 Q3	$2.59K	Buy	27 +9	+50%	+$863	﹤0.01%	1933
2024 Q2	$1.72K	Sell	18 -226	-93%	-$22.4K	﹤0.01%	1959
2024 Q1	$25K	Buy	244 +239	+4,780%	+$23.3K	﹤0.01%	1509
2023 Q4	$475	Hold	5	–	–	﹤0.01%	1430
2023 Q3	$473	Hold	5	–	–	﹤0.01%	1497
2023 Q2	$459	Hold	5	–	–	﹤0.01%	1466
2023 Q1	$469	Buy	5 +3	+150%	+$279	﹤0.01%	1523
2022 Q4	$166	Buy	+2	New	+$164	﹤0.01%	1228
2018 Q4	–	Sell	-55	Closed	-$6K	–	737
2018 Q3	$6K	Hold	55	–	–	﹤0.01%	618
2018 Q2	$6K	Sell	55 -7	-11%	-$769	﹤0.01%	633
2018 Q1	$7K	Sell	62 -58	-48%	-$6.48K	﹤0.01%	610
2017 Q4	$13K	Buy	120 +62	+107%	+$6.43K	﹤0.01%	579
2017 Q3	$6K	Buy	+58	New	+$5.22K	﹤0.01%	376
2017 Q1	–	Sell	-51	Closed	-$4K	–	508
2016 Q4	$4K	Buy	+51	New	+$4.28K	﹤0.01%	406
2016 Q1	–	Sell	-75	Closed	-$7K	–	499
2015 Q4	$7K	Buy	+75	New	+$6.9K	﹤0.01%	338

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

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

Avior Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2026, closing a stake of 37,037 shares — an estimated $2.98M sold.

Avior Wealth Management first reported a position in LYB in Q4 2015 and held it in 18 quarters. The position peaked at $2.98M in Q1 2026. 875 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Avior Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 37,037 LyondellBasell Industries shares in Q2 2026, an estimated $2.98M.
Avior Wealth Management first reported a position in LyondellBasell Industries in Q4 2015 and held it in 18 quarters.
Avior Wealth Management's LyondellBasell Industries position peaked at $2.98M in Q1 2026.
875 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.