CWM
LYB icon

Congress Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Congress 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
2025
Q2 		$325K Sell
5,617
-2,507
-31% -$146K ﹤0.01% 1041
2025
Q1 		$572K Buy
+8,124
New +$611K 0.01% 774
2024
Q4 		– Sell
-4,332
Closed -$415K – 901
2024
Q3 		$415K Buy
+4,332
New +$415K 0.01% 666

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's LYB Position: Q2 2025 in Review

Congress Wealth Management reduced its LyondellBasell Industries (LYB) stake by 31% in Q2 2025, selling an estimated $146K and leaving 5,617 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Congress Wealth Management first reported a position in LYB in Q3 2024 and has held it in 3 quarters since. The position peaked at $572K in Q1 2025. 880 funds tracked by Wall St. Rank hold LYB as of Q2 2025.

  • Congress Wealth Management held 5,617 shares of LyondellBasell Industries worth $325K as of Q2 2025.
  • Congress Wealth Management sold 2,507 LyondellBasell Industries shares in Q2 2025, an estimated $146K.
  • LyondellBasell Industries made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1041 holding.
  • Congress Wealth Management first reported a position in LyondellBasell Industries in Q3 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's LyondellBasell Industries position peaked at $572K in Q1 2025.
  • 880 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.