Cape Investment Advisory’s LyondellBasell Industries LYB Stock Holding History

Cape Investment Advisory’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	$13K	Buy	+246	New	+$17K	﹤0.01%	803
2026 Q1	–	Sell	-407	Closed	-$17.6K	–	779
2025 Q4	$17.6K	Buy	407 +185	+83%	+$8.38K	0.01%	644
2025 Q3	$10.9K	Buy	+222	New	+$12.5K	0.01%	393
2024 Q1	–	Sell	-58	Closed	-$5.51K	–	1071
2023 Q4	$5.51K	Buy	+58	New	+$5.42K	﹤0.01%	764

Other funds holding LYB

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Cape Investment Advisory's LYB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in LyondellBasell Industries (LYB) in Q2 2026: 246 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LYB as recently as Q4 2025.

Cape Investment Advisory first reported a position in LYB in Q4 2023 and has held it in 4 quarters since. The position peaked at $17.6K in Q4 2025. 182 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Cape Investment Advisory held 246 shares of LyondellBasell Industries worth $13K as of Q2 2026.
LyondellBasell Industries was a new Cape Investment Advisory position in Q2 2026.
LyondellBasell Industries made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #803 holding.
Cape Investment Advisory first reported a position in LyondellBasell Industries in Q4 2023 and has held it in 4 quarters since.
Cape Investment Advisory's LyondellBasell Industries position peaked at $17.6K in Q4 2025.
182 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.