Capital Advisory Group Advisory Services’s LyondellBasell Industries LYB Stock Holding History

Capital Advisory Group Advisory 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 Q4	–	Sell	-9,225	Closed	-$452K	–	178
2025 Q3	$452K	Buy	9,225 +1,066	+13%	+$60.1K	0.14%	124
2025 Q2	$472K	Buy	8,159 +214	+3%	+$12.5K	0.17%	116
2025 Q1	$559K	Buy	7,945 +1,136	+17%	+$85.5K	0.21%	100
2024 Q4	$506K	Buy	+6,809	New	+$573K	0.18%	108
2021 Q4	–	Sell	-33	Closed	-$3K	–	347
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	485
2021 Q2	$3K	Sell	33 -72	-69%	-$7.79K	﹤0.01%	490
2021 Q1	$11K	Hold	105	–	–	﹤0.01%	373
2020 Q4	$10K	Buy	105 +28	+36%	+$2.28K	﹤0.01%	366
2020 Q3	$5K	Buy	77 +7	+10%	+$484	﹤0.01%	385
2020 Q2	$5K	Sell	70 -61	-47%	-$3.63K	﹤0.01%	373
2020 Q1	$6K	Buy	+131	New	+$9.63K	0.01%	286
2019 Q4	–	Sell	-1,847	Closed	-$167K	–	320
2019 Q3	$167K	Sell	1,847 -280	-13%	-$22.8K	0.11%	81
2019 Q2	$184K	Sell	2,127 -238	-10%	-$20.3K	0.12%	80
2019 Q1	$199K	Buy	2,365 +408	+21%	+$35.3K	0.14%	75
2018 Q4	$163K	Sell	1,957 -3,881	-66%	-$355K	0.13%	78
2018 Q3	$597K	Buy	5,838 +251	+4%	+$27.4K	0.4%	44
2018 Q2	$614K	Buy	5,587 +3,167	+131%	+$348K	0.44%	34
2018 Q1	$258K	Buy	+2,420	New	+$270K	0.19%	65

Other funds holding LYB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Advisory Group Advisory Services's LYB Position: Q4 2025 in Review

Capital Advisory Group Advisory Services sold out of LyondellBasell Industries (LYB) in Q4 2025, closing a stake of 9,225 shares — an estimated $452K sold.

Capital Advisory Group Advisory Services first reported a position in LYB in Q1 2018 and held it in 18 quarters. The position peaked at $614K in Q2 2018. 799 funds tracked by Wall St. Rank hold LYB as of Q4 2025.

Capital Advisory Group Advisory Services reported no remaining LyondellBasell Industries position as of Q4 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 9,225 LyondellBasell Industries shares in Q4 2025, an estimated $452K.
Capital Advisory Group Advisory Services first reported a position in LyondellBasell Industries in Q1 2018 and held it in 18 quarters.
Capital Advisory Group Advisory Services's LyondellBasell Industries position peaked at $614K in Q2 2018.
799 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.