Burke & Herbert Bank & Trust’s LyondellBasell Industries LYB Stock Holding History

Burke & Herbert Bank & 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	-5,135	Closed	-$252K	–	250
2025 Q3	$252K	Hold	5,135	–	–	0.05%	216
2025 Q2	$297K	Hold	5,135	–	–	0.07%	195
2025 Q1	$362K	Hold	5,135	–	–	0.09%	180
2024 Q4	$381K	Hold	5,135	–	–	0.09%	172
2024 Q3	$492K	Hold	5,135	–	–	0.11%	153
2024 Q2	$491K	Hold	5,135	–	–	0.12%	151
2024 Q1	$525K	Hold	5,135	–	–	0.4%	62
2023 Q4	$488K	Hold	5,135	–	–	0.35%	70
2023 Q3	$486K	Hold	5,135	–	–	0.39%	64
2023 Q2	$472K	Hold	5,135	–	–	0.32%	76
2023 Q1	$482K	Hold	5,135	–	–	0.35%	77
2022 Q4	$426K	Hold	5,135	–	–	0.32%	90
2022 Q3	$387K	Hold	5,135	–	–	0.32%	90
2022 Q2	$449K	Sell	5,135 -322	-6%	-$33.5K	0.34%	82
2022 Q1	$561K	Buy	5,457 +1,388	+34%	+$138K	0.36%	77
2021 Q4	$375K	Buy	4,069 +500	+14%	+$46.4K	0.22%	111
2021 Q3	$335K	Buy	+3,569	New	+$350K	0.22%	112

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

Burke & Herbert Bank & Trust's LYB Position: Q4 2025 in Review

Burke & Herbert Bank & Trust sold out of LyondellBasell Industries (LYB) in Q4 2025, closing a stake of 5,135 shares — an estimated $252K sold.

Burke & Herbert Bank & Trust first reported a position in LYB in Q3 2021 and held it in 17 quarters. The position peaked at $561K in Q1 2022. 798 funds tracked by Wall St. Rank hold LYB as of Q4 2025.

Burke & Herbert Bank & Trust reported no remaining LyondellBasell Industries position as of Q4 2025 after selling out during the quarter.
Burke & Herbert Bank & Trust sold 5,135 LyondellBasell Industries shares in Q4 2025, an estimated $252K.
Burke & Herbert Bank & Trust first reported a position in LyondellBasell Industries in Q3 2021 and held it in 17 quarters.
Burke & Herbert Bank & Trust's LyondellBasell Industries position peaked at $561K in Q1 2022.
798 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2025.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.