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Burkett Financial Services’s LyondellBasell Industries LYB Stock Holding History

Burkett Financial Services’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
Q3 		– Sell
-67
Closed -$3.86K – 233
2025
Q2 		$3.86K Buy
+67
New +$3.9K ﹤0.01% 177

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Burkett Financial Services's LYB Position: Q3 2025 in Review

Burkett Financial Services sold out of LyondellBasell Industries (LYB) in Q3 2025, closing a stake of 67 shares — an estimated $3.86K sold.

Burkett Financial Services first reported a position in LYB in Q2 2025 and held it in 1 quarter. The position peaked at $3.86K in Q2 2025. 814 funds tracked by Wall St. Rank hold LYB as of Q3 2025.

  • Burkett Financial Services reported no remaining LyondellBasell Industries position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 67 LyondellBasell Industries shares in Q3 2025, an estimated $3.86K.
  • Burkett Financial Services first reported a position in LyondellBasell Industries in Q2 2025 and held it in 1 quarter.
  • Burkett Financial Services's LyondellBasell Industries position peaked at $3.86K in Q2 2025.
  • 814 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.