CKW Financial Group’s LyondellBasell Industries LYB Stock Holding History

CKW Financial Group’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	-900	Closed	-$67K	–	226
2024 Q4	$67K	Buy	900 +100	+13%	+$8.41K	0.01%	113
2024 Q3	$77K	Hold	800	–	–	0.01%	113
2024 Q2	$76K	Hold	800	–	–	0.01%	113
2024 Q1	$82K	Hold	800	–	–	0.01%	112
2023 Q4	$76K	Hold	800	–	–	0.01%	115
2023 Q3	$76K	Hold	800	–	–	0.01%	102
2023 Q2	$73K	Hold	800	–	–	0.01%	111
2023 Q1	$75K	Hold	800	–	–	0.01%	91
2022 Q4	$66K	Buy	800 +100	+14%	+$8.19K	0.01%	94
2022 Q3	$53K	Buy	700 +500	+250%	+$42.2K	0.01%	109
2022 Q2	$18K	Hold	200	–	–	﹤0.01%	151
2022 Q1	$21K	Hold	200	–	–	﹤0.01%	150
2021 Q4	$20K	Hold	200	–	–	﹤0.01%	158
2021 Q3	$19K	Hold	200	–	–	﹤0.01%	167
2021 Q2	$21K	Hold	200	–	–	﹤0.01%	172
2021 Q1	$21K	Hold	200	–	–	﹤0.01%	140
2020 Q4	$18K	Buy	+200	New	+$16.3K	﹤0.01%	133
2015 Q3	–	Sell	-313	Closed	-$32K	–	235
2015 Q2	$32K	Hold	313	–	–	0.01%	146
2015 Q1	$28K	Hold	313	–	–	0.01%	166
2014 Q4	$25K	Sell	313 -2	-0.6%	-$173	0.01%	174
2014 Q3	$34K	Hold	315	–	–	0.01%	139
2014 Q2	$31K	Hold	315	–	–	0.02%	153
2014 Q1	$28K	Hold	315	–	–	0.01%	180
2013 Q4	$25K	Buy	+315	New	+$24.1K	0.01%	184

Other funds holding LYB

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

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CKW Financial Group's LYB Position: Q1 2025 in Review

CKW Financial Group sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 900 shares — an estimated $67K sold.

CKW Financial Group first reported a position in LYB in Q4 2013 and held it in 24 quarters. The position peaked at $82K in Q1 2024. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

CKW Financial Group reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
CKW Financial Group sold 900 LyondellBasell Industries shares in Q1 2025, an estimated $67K.
CKW Financial Group first reported a position in LyondellBasell Industries in Q4 2013 and held it in 24 quarters.
CKW Financial Group's LyondellBasell Industries position peaked at $82K in Q1 2024.
958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on CKW Financial Group's 13F filing for Q1 2025, filed 16 May 2025.