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 Q2	$851K	Buy	16,154 +634	+4%	+$43.8K	0.01%	1099
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concurrent Investment Advisors's LYB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its LyondellBasell Industries (LYB) stake by 4.1% in Q2 2026, buying an estimated $43.8K and bringing the position to 16,154 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #1099.

Concurrent Investment Advisors first reported a position in LYB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q1 2024. 885 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Concurrent Investment Advisors held 16,154 shares of LyondellBasell Industries worth $851K as of Q2 2026.
Concurrent Investment Advisors bought 634 LyondellBasell Industries shares in Q2 2026, an estimated $43.8K.
LyondellBasell Industries made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1099 holding.
Concurrent Investment Advisors first reported a position in LyondellBasell Industries in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's LyondellBasell Industries position peaked at $2.23M in Q1 2024.
885 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.