Caldwell Sutter Capital’s LyondellBasell Industries LYB Stock Holding History

Caldwell Sutter Capital’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	$45.2K	Sell	858 -15	-2%	-$1.03K	0.02%	415
2026 Q1	$70.3K	Buy	873 +309	+55%	+$18.3K	0.03%	340
2025 Q4	$24.4K	Buy	564 +343	+155%	+$15.5K	0.01%	452
2025 Q3	$10.8K	Buy	221 +100	+83%	+$5.64K	﹤0.01%	534
2025 Q2	$7K	Buy	121 +59	+95%	+$3.44K	﹤0.01%	583
2025 Q1	$4.37K	Sell	62 -2	-3%	-$150	﹤0.01%	641
2024 Q4	$4.75K	Hold	64	–	–	﹤0.01%	641
2024 Q3	$6.14K	Buy	64 +10	+19%	+$958	﹤0.01%	622
2024 Q2	$5.17K	Hold	54	–	–	﹤0.01%	631
2024 Q1	$5.52K	Buy	54 +30	+125%	+$2.92K	﹤0.01%	621
2023 Q4	$2.28K	Hold	24	–	–	﹤0.01%	739
2023 Q3	$2.27K	Hold	24	–	–	﹤0.01%	712
2023 Q2	$2.2K	Hold	24	–	–	﹤0.01%	730
2023 Q1	$2.25K	Buy	+24	New	+$2.23K	﹤0.01%	483

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

Caldwell Sutter Capital's LYB Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its LyondellBasell Industries (LYB) stake by 1.7% in Q2 2026, selling an estimated $1.03K and leaving 858 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #415.

Caldwell Sutter Capital first reported a position in LYB in Q1 2023 and has held it in 14 quarters since. The position peaked at $70.3K in Q1 2026. 877 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Caldwell Sutter Capital held 858 shares of LyondellBasell Industries worth $45.2K as of Q2 2026.
Caldwell Sutter Capital sold 15 LyondellBasell Industries shares in Q2 2026, an estimated $1.03K.
LyondellBasell Industries made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #415 holding.
Caldwell Sutter Capital first reported a position in LyondellBasell Industries in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's LyondellBasell Industries position peaked at $70.3K in Q1 2026.
877 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.