Essex Financial Services’s LyondellBasell Industries LYB Stock Holding History

Essex Financial 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
2026 Q1	$487K	Sell	6,040 -5,787	-49%	-$343K	0.03%	465
2025 Q4	$512K	Buy	11,827 +406	+4%	+$18.4K	0.03%	435
2025 Q3	$560K	Sell	11,421 -1,884	-14%	-$106K	0.03%	391
2025 Q2	$770K	Buy	+13,305	New	+$775K	0.05%	318
2016 Q2	–	Sell	-2,803	Closed	-$240K	–	316
2016 Q1	$240K	Sell	2,803 -166	-6%	-$13.3K	0.06%	264
2015 Q4	$258K	Hold	2,969	–	–	0.06%	254
2015 Q3	$247K	Buy	2,969 +443	+18%	+$39.4K	0.06%	267
2015 Q2	$261K	Hold	2,526	–	–	0.07%	259
2015 Q1	$222K	Buy	+2,526	New	+$212K	0.06%	287

Other funds holding LYB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Financial Services's LYB Position: Q1 2026 in Review

Essex Financial Services reduced its LyondellBasell Industries (LYB) stake by 49% in Q1 2026, selling an estimated $343K and leaving 6,040 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #465.

Essex Financial Services first reported a position in LYB in Q1 2015 and has held it in 9 quarters since. The position peaked at $770K in Q2 2025. 926 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

Essex Financial Services held 6,040 shares of LyondellBasell Industries worth $487K as of Q1 2026.
Essex Financial Services sold 5,787 LyondellBasell Industries shares in Q1 2026, an estimated $343K.
LyondellBasell Industries made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #465 holding.
Essex Financial Services first reported a position in LyondellBasell Industries in Q1 2015 and has held it in 9 quarters since.
Essex Financial Services's LyondellBasell Industries position peaked at $770K in Q2 2025.
926 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.