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Axxcess Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Axxcess 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
2024
Q4 		– Sell
-3,065
Closed -$294K – 904
2024
Q3 		$294K Sell
3,065
-60
-2% -$5.75K 0.01% 695
2024
Q2 		$299K Buy
3,125
+413
+15% +$41K 0.01% 649
2024
Q1 		$277K Sell
2,712
-10
-0.4% -$973 0.01% 693
2023
Q4 		$259K Buy
2,722
+17
+0.6% +$1.59K 0.01% 694
2023
Q3 		$256K Buy
+2,705
New +$260K 0.01% 641

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Axxcess Wealth Management's LYB Position: Q4 2024 in Review

Axxcess Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 3,065 shares — an estimated $294K sold.

Axxcess Wealth Management first reported a position in LYB in Q3 2023 and held it in 5 quarters. The position peaked at $299K in Q2 2024. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Axxcess Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,065 LyondellBasell Industries shares in Q4 2024, an estimated $294K.
  • Axxcess Wealth Management first reported a position in LyondellBasell Industries in Q3 2023 and held it in 5 quarters.
  • Axxcess Wealth Management's LyondellBasell Industries position peaked at $299K in Q2 2024.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.