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Confluence Wealth Services’s LyondellBasell Industries LYB Stock Holding History

Confluence Wealth Services’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
-9,811
Closed -$941K – 342
2024
Q3 		$941K Buy
9,811
+659
+7% +$63.2K 0.07% 151
2024
Q2 		$876K Buy
9,152
+1,373
+18% +$136K 0.07% 167
2024
Q1 		$796K Buy
7,779
+633
+9% +$61.6K 0.07% 157
2023
Q4 		$679K Buy
7,146
+1,269
+22% +$119K 0.07% 152
2023
Q3 		$557K Buy
5,877
+935
+19% +$89.9K 0.11% 144
2023
Q2 		$454K Buy
4,942
+1,874
+61% +$171K 0.1% 163
2023
Q1 		$288K Buy
+3,068
New +$285K 0.07% 199

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Confluence Wealth Services's LYB Position: Q4 2024 in Review

Confluence Wealth Services sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 9,811 shares — an estimated $941K sold.

Confluence Wealth Services first reported a position in LYB in Q1 2023 and held it in 7 quarters. The position peaked at $941K in Q3 2024. 971 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Confluence Wealth Services reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Confluence Wealth Services sold 9,811 LyondellBasell Industries shares in Q4 2024, an estimated $941K.
  • Confluence Wealth Services first reported a position in LyondellBasell Industries in Q1 2023 and held it in 7 quarters.
  • Confluence Wealth Services's LyondellBasell Industries position peaked at $941K in Q3 2024.
  • 971 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Confluence Wealth Services's 13F filing for Q4 2024, filed 27 Jan 2025.