Concurrent Investment Advisors’s LyondellBasell Industries LYB Stock Holding History

Concurrent Investment Advisors’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
2026 Q1	$1.25M	Buy	+15,520	New	+$920K	0.01%	792
2025 Q4	–	Sell	-13,090	Closed	-$642K	–	1827
2025 Q3	$642K	Buy	13,090 +282	+2%	+$15.9K	0.01%	813
2025 Q2	$741K	Buy	12,808 +3,114	+32%	+$181K	0.01%	697
2025 Q1	$682K	Buy	9,694 +1,207	+14%	+$90.8K	0.02%	652
2024 Q4	$630K	Sell	8,487 -14,337	-63%	-$1.21M	0.02%	612
2024 Q3	$2.19M	Buy	22,824 +3,900	+21%	+$374K	0.06%	290
2024 Q2	$1.81M	Sell	18,924 -2,921	-13%	-$290K	0.06%	299
2024 Q1	$2.23M	Buy	21,845 +630	+3%	+$61.3K	0.09%	231
2023 Q4	$2.02M	Buy	+21,215	New	+$1.98M	0.1%	226

Other funds holding LYB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Concurrent Investment Advisors's LYB Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in LyondellBasell Industries (LYB) in Q1 2026: 15,520 shares worth $1.25M. The stake represents 0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in LYB as recently as Q3 2025.

Concurrent Investment Advisors first reported a position in LYB in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.23M in Q1 2024. 925 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

Concurrent Investment Advisors held 15,520 shares of LyondellBasell Industries worth $1.25M as of Q1 2026.
LyondellBasell Industries was a new Concurrent Investment Advisors position in Q1 2026.
LyondellBasell Industries made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #792 holding.
Concurrent Investment Advisors first reported a position in LyondellBasell Industries in Q4 2023 and has held it in 9 quarters since.
Concurrent Investment Advisors's LyondellBasell Industries position peaked at $2.23M in Q1 2024.
925 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.