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Bison Wealth’s LyondellBasell Industries LYB Stock Holding History

Bison 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
2024
Q3 		– Sell
-3,537
Closed -$362K – 450
2024
Q2 		$362K Hold
3,537
– – 0.06% 291
2024
Q1 		$362K Buy
3,537
+78
+2% +$7.59K 0.06% 291
2023
Q4 		$329K Buy
3,459
+226
+7% +$21.1K 0.06% 300
2023
Q3 		$306K Buy
3,233
+134
+4% +$12.9K 0.06% 301
2023
Q2 		$285K Buy
3,099
+142
+5% +$13K 0.05% 300
2023
Q1 		$262K Hold
2,957
– – 0.08% 209
2022
Q4 		$279K Sell
2,957
-4,919
-62% -$403K 0.09% 215
2022
Q3 		$592K Buy
7,876
+5,072
+181% +$428K 0.23% 123
2022
Q2 		$245K Buy
2,804
+22
+0.8% +$2.29K 0.14% 156
2022
Q1 		$286K Sell
2,782
-24
-0.9% -$2.39K 0.15% 165
2021
Q4 		$259K Sell
2,806
-307
-10% -$28.5K 0.15% 157
2021
Q3 		$292K Hold
3,113
– – 0.13% 178
2021
Q2 		$320K Buy
3,113
+62
+2% +$6.71K 0.14% 176
2021
Q1 		$317K Buy
3,051
+289
+10% +$28.7K 0.14% 179
2020
Q4 		$253K Buy
+2,762
New +$225K 0.12% 189

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bison Wealth's LYB Position: Q3 2024 in Review

Bison Wealth sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 3,537 shares — an estimated $362K sold.

Bison Wealth first reported a position in LYB in Q4 2020 and held it in 15 quarters. The position peaked at $592K in Q3 2022. 1,032 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • Bison Wealth reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 3,537 LyondellBasell Industries shares in Q3 2024, an estimated $362K.
  • Bison Wealth first reported a position in LyondellBasell Industries in Q4 2020 and held it in 15 quarters.
  • Bison Wealth's LyondellBasell Industries position peaked at $592K in Q3 2022.
  • 1,032 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.