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Carlton Hofferkamp & Jenks Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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
2023
Q3 		– Sell
-2,127
Closed -$204K – 131
2023
Q2 		$204K Buy
+2,127
New +$194K 0.09% 128

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's LYB Position: Q3 2023 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 2,127 shares — an estimated $204K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in LYB in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 937 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 2,127 LyondellBasell Industries shares in Q3 2023, an estimated $204K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in LyondellBasell Industries in Q2 2023 and held it in 1 quarter.
  • Carlton Hofferkamp & Jenks Wealth Management's LyondellBasell Industries position peaked at $204K in Q2 2023.
  • 937 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.