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Compass Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Compass 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
2024
Q4 		– Sell
-440
Closed -$42.2K – 398
2024
Q3 		$42.2K Hold
440
– – 0.01% 269
2024
Q2 		$42.1K Hold
440
– – 0.01% 265
2024
Q1 		$45K Buy
440
+140
+47% +$13.6K 0.01% 256
2023
Q4 		$25.8K Hold
300
– – 0.01% 295
2023
Q3 		$28.4K Hold
300
– – 0.01% 285
2023
Q2 		$27.5K Hold
300
– – 0.01% 296
2023
Q1 		$28.2K Hold
300
– – 0.01% 295
2022
Q4 		$24.9K Buy
+300
New +$24.6K 0.01% 297

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Compass Wealth Management's LYB Position: Q4 2024 in Review

Compass Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 440 shares — an estimated $42.2K sold.

Compass Wealth Management first reported a position in LYB in Q4 2022 and held it in 8 quarters. The position peaked at $45K in Q1 2024. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Compass Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Compass Wealth Management sold 440 LyondellBasell Industries shares in Q4 2024, an estimated $42.2K.
  • Compass Wealth Management first reported a position in LyondellBasell Industries in Q4 2022 and held it in 8 quarters.
  • Compass Wealth Management's LyondellBasell Industries position peaked at $45K in Q1 2024.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Compass Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.