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Cherry Tree Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Cherry Tree 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
Q2 		– Sell
-19
Closed -$1.34K – 688
2025
Q1 		$1.34K Hold
19
– – ﹤0.01% 665
2024
Q4 		$1.41K Hold
19
– – ﹤0.01% 558
2024
Q3 		$1.82K Hold
19
– – ﹤0.01% 541
2024
Q2 		$1.82K Hold
19
– – ﹤0.01% 520
2024
Q1 		$1.94K Hold
19
– – ﹤0.01% 511
2023
Q4 		$1.81K Hold
19
– – ﹤0.01% 510
2023
Q3 		$1.8K Hold
19
– – ﹤0.01% 492
2023
Q2 		$1.75K Buy
+19
New +$1.74K ﹤0.01% 502

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cherry Tree Wealth Management's LYB Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2025, closing a stake of 19 shares — an estimated $1.34K sold.

Cherry Tree Wealth Management first reported a position in LYB in Q2 2023 and held it in 8 quarters. The position peaked at $1.94K in Q1 2024. 880 funds tracked by Wall St. Rank hold LYB as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 19 LyondellBasell Industries shares in Q2 2025, an estimated $1.34K.
  • Cherry Tree Wealth Management first reported a position in LyondellBasell Industries in Q2 2023 and held it in 8 quarters.
  • Cherry Tree Wealth Management's LyondellBasell Industries position peaked at $1.94K in Q1 2024.
  • 880 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.