Concord Wealth Partners’s LyondellBasell Industries LYB Stock Holding History

Concord Wealth Partners’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	-38	Closed	-$2.67K	–	891
2025 Q1	$2.67K	Sell	38 -4,473	-99%	-$337K	﹤0.01%	656
2024 Q4	$335K	Sell	4,511 -279	-6%	-$23.5K	0.05%	165
2024 Q3	$459K	Buy	4,790 +194	+4%	+$18.6K	0.08%	144
2024 Q2	$440K	Buy	4,596 +98	+2%	+$9.72K	0.08%	147
2024 Q1	$460K	Buy	4,498 +409	+10%	+$39.8K	0.08%	148
2023 Q4	$389K	Sell	4,089 -4,933	-55%	-$461K	0.08%	146
2023 Q3	$854K	Buy	9,022 +4,187	+87%	+$403K	0.18%	85
2023 Q2	$444K	Buy	4,835 +2,375	+97%	+$217K	0.1%	122
2023 Q1	$231K	Buy	2,460 +1,656	+206%	+$154K	0.07%	144
2022 Q4	$66.7K	Buy	+804	New	+$65.9K	0.02%	320
2022 Q3	–	Sell	-13	Closed	-$1K	–	712
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1150
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	1219
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	1238
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	850
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	985
2021 Q1	$1K	Buy	+13	New	+$1.29K	﹤0.01%	926

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Concord Wealth Partners's LYB Position: Q2 2025 in Review

Concord Wealth Partners sold out of LyondellBasell Industries (LYB) in Q2 2025, closing a stake of 38 shares — an estimated $2.67K sold.

Concord Wealth Partners first reported a position in LYB in Q1 2021 and held it in 16 quarters. The position peaked at $854K in Q3 2023. 880 funds tracked by Wall St. Rank hold LYB as of Q2 2025.

Concord Wealth Partners reported no remaining LyondellBasell Industries position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 38 LyondellBasell Industries shares in Q2 2025, an estimated $2.67K.
Concord Wealth Partners first reported a position in LyondellBasell Industries in Q1 2021 and held it in 16 quarters.
Concord Wealth Partners's LyondellBasell Industries position peaked at $854K in Q3 2023.
880 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.