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EP Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

EP Wealth 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
2025
Q2 		$440K Sell
7,611
-15
-0.2% -$874 ﹤0.01% 832
2025
Q1 		$537K Sell
7,626
-161
-2% -$12.1K ﹤0.01% 680
2024
Q4 		$578K Sell
7,787
-323
-4% -$27.2K ﹤0.01% 649
2024
Q3 		$778K Buy
+8,110
New +$777K 0.01% 562

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EP Wealth Advisors's LYB Position: Q2 2025 in Review

EP Wealth Advisors reduced its LyondellBasell Industries (LYB) stake by 0.2% in Q2 2025, selling an estimated $874 and leaving 7,611 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

EP Wealth Advisors first reported a position in LYB in Q3 2024 and has held it in 4 quarters since. The position peaked at $778K in Q3 2024. 880 funds tracked by Wall St. Rank hold LYB as of Q2 2025.

  • EP Wealth Advisors held 7,611 shares of LyondellBasell Industries worth $440K as of Q2 2025.
  • EP Wealth Advisors sold 15 LyondellBasell Industries shares in Q2 2025, an estimated $874.
  • LyondellBasell Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #832 holding.
  • EP Wealth Advisors first reported a position in LyondellBasell Industries in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's LyondellBasell Industries position peaked at $778K in Q3 2024.
  • 880 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.