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Compass Planning Associates’s LyondellBasell Industries LYB Stock Holding History

Compass Planning Associates’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
-72
Closed -$5.33K – 134
2024
Q4 		$5.33K Buy
+72
New +$6.05K 0.01% 117

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

Compass Planning Associates's LYB Position: Q1 2025 in Review

Compass Planning Associates sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 72 shares — an estimated $5.33K sold.

Compass Planning Associates first reported a position in LYB in Q4 2024 and held it in 1 quarter. The position peaked at $5.33K in Q4 2024. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

  • Compass Planning Associates reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
  • Compass Planning Associates sold 72 LyondellBasell Industries shares in Q1 2025, an estimated $5.33K.
  • Compass Planning Associates first reported a position in LyondellBasell Industries in Q4 2024 and held it in 1 quarter.
  • Compass Planning Associates's LyondellBasell Industries position peaked at $5.33K in Q4 2024.
  • 958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on Compass Planning Associates's 13F filing for Q1 2025, filed 14 Apr 2025.