Caldwell Trust’s LyondellBasell Industries LYB Stock Holding History

Caldwell 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
2026 Q2	$1.32K	Sell	25 -750	-97%	-$51.8K	﹤0.01%	776
2026 Q1	$62.4K	Buy	775 +25	+3%	+$1.48K	0.01%	463
2025 Q4	$32.5K	Hold	750	–	–	﹤0.01%	531
2025 Q3	$36.8K	Hold	750	–	–	﹤0.01%	511
2025 Q2	$43.4K	Sell	750 -11	-1%	-$641	﹤0.01%	485
2025 Q1	$53.6K	Sell	761 -2	-0.3%	-$150	0.01%	456
2024 Q4	$56.7K	Sell	763 -215	-22%	-$18.1K	0.01%	447
2024 Q3	$93.8K	Buy	978 +228	+30%	+$21.9K	0.01%	385
2024 Q2	$71.7K	Hold	750	–	–	0.01%	413
2024 Q1	$76.7K	Hold	750	–	–	0.01%	409
2023 Q4	$71.3K	Hold	750	–	–	0.01%	406
2023 Q3	$71K	Hold	750	–	–	0.01%	388
2023 Q2	$68.9K	Buy	+750	New	+$68.5K	0.01%	405
2022 Q2	–	Sell	-9	Closed	-$925	–	749
2022 Q1	$925	Sell	9 -10	-53%	-$997	﹤0.01%	740
2021 Q4	$1.75K	Sell	19 -183	-91%	-$17K	﹤0.01%	715
2021 Q3	$19K	Hold	202	–	–	﹤0.01%	567
2021 Q2	$20.8K	Hold	202	–	–	﹤0.01%	566
2021 Q1	$21K	Hold	202	–	–	﹤0.01%	551
2020 Q4	$18.5K	Hold	202	–	–	﹤0.01%	552
2020 Q3	$14.2K	Hold	202	–	–	﹤0.01%	569
2020 Q2	$13.3K	Hold	202	–	–	﹤0.01%	597
2020 Q1	$10K	Sell	202 -75	-27%	-$5.51K	﹤0.01%	638
2019 Q4	$26.2K	Buy	+277	New	+$25.4K	﹤0.01%	556

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 Trust's LYB Position: Q2 2026 in Review

Caldwell Trust reduced its LyondellBasell Industries (LYB) stake by 97% in Q2 2026, selling an estimated $51.8K and leaving 25 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Caldwell Trust first reported a position in LYB in Q4 2019 and has held it in 23 quarters since. The position peaked at $93.8K in Q3 2024. 883 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Caldwell Trust held 25 shares of LyondellBasell Industries worth $1.32K as of Q2 2026.
Caldwell Trust sold 750 LyondellBasell Industries shares in Q2 2026, an estimated $51.8K.
LyondellBasell Industries made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #776 holding.
Caldwell Trust first reported a position in LyondellBasell Industries in Q4 2019 and has held it in 23 quarters since.
Caldwell Trust's LyondellBasell Industries position peaked at $93.8K in Q3 2024.
883 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.