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Challenger Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Challenger 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
2025
Q1 		– Sell
-4,044
Closed -$300K – 118
2024
Q4 		$300K Buy
+4,044
New +$340K 0.26% 73

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Challenger Wealth Management's LYB Position: Q1 2025 in Review

Challenger Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 4,044 shares — an estimated $300K sold.

Challenger Wealth Management first reported a position in LYB in Q4 2024 and held it in 1 quarter. The position peaked at $300K in Q4 2024. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

  • Challenger Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
  • Challenger Wealth Management sold 4,044 LyondellBasell Industries shares in Q1 2025, an estimated $300K.
  • Challenger Wealth Management first reported a position in LyondellBasell Industries in Q4 2024 and held it in 1 quarter.
  • Challenger Wealth Management's LyondellBasell Industries position peaked at $300K in Q4 2024.
  • 958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on Challenger Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.