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Dogwood Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Dogwood 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
2024
Q3 		– Sell
-2,059
Closed -$197K – 600
2024
Q2 		$197K Buy
2,059
+1,028
+100% +$102K 0.12% 79
2024
Q1 		$105K Buy
1,031
+231
+29% +$22.5K 0.07% 104
2023
Q4 		$76K Buy
+800
New +$74.8K 0.06% 117

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dogwood Wealth Management's LYB Position: Q3 2024 in Review

Dogwood Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 2,059 shares — an estimated $197K sold.

Dogwood Wealth Management first reported a position in LYB in Q4 2023 and held it in 3 quarters. The position peaked at $197K in Q2 2024. 1,031 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • Dogwood Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 2,059 LyondellBasell Industries shares in Q3 2024, an estimated $197K.
  • Dogwood Wealth Management first reported a position in LyondellBasell Industries in Q4 2023 and held it in 3 quarters.
  • Dogwood Wealth Management's LyondellBasell Industries position peaked at $197K in Q2 2024.
  • 1,031 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.