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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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Caldwell Trust's LYB Position: Q1 2026 in Review

Caldwell Trust increased its LyondellBasell Industries (LYB) stake by 3.3% in Q1 2026, buying an estimated $1.48K and bringing the position to 775 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #463.

Caldwell Trust first reported a position in LYB in Q4 2019 and has held it in 22 quarters since. The position peaked at $93.8K in Q3 2024. 926 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

  • Caldwell Trust held 775 shares of LyondellBasell Industries worth $62.4K as of Q1 2026.
  • Caldwell Trust bought 25 LyondellBasell Industries shares in Q1 2026, an estimated $1.48K.
  • LyondellBasell Industries made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #463 holding.
  • Caldwell Trust first reported a position in LyondellBasell Industries in Q4 2019 and has held it in 22 quarters since.
  • Caldwell Trust's LyondellBasell Industries position peaked at $93.8K in Q3 2024.
  • 926 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.