Evergreen Capital Management’s LyondellBasell Industries LYB Stock Holding History

Evergreen Capital 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
2026 Q2	$1.62M	Buy	30,686 +1,047	+4%	+$72.3K	0.03%	376
2026 Q1	$2.39M	Buy	29,639 +6,474	+28%	+$384K	0.05%	289
2025 Q4	$1M	Buy	+23,165	New	+$1.05M	0.02%	469
2025 Q3	–	Sell	-6,278	Closed	-$363K	–	1344
2025 Q2	$363K	Sell	6,278 -176,229	-97%	-$10.3M	0.01%	713
2025 Q1	$12.8M	Buy	182,507 +168,119	+1,168%	+$12.7M	0.43%	58
2024 Q4	$1.07M	Buy	14,388 +9,139	+174%	+$768K	0.03%	324
2024 Q3	$503K	Sell	5,249 -96	-2%	-$9.2K	0.02%	493
2024 Q2	$511K	Buy	5,345 +264	+5%	+$26.2K	0.02%	455
2024 Q1	$520K	Buy	5,081 +99	+2%	+$9.63K	0.02%	442
2023 Q4	$474K	Buy	4,982 +1,565	+46%	+$146K	0.02%	439
2023 Q3	$324K	Buy	3,417 +193	+6%	+$18.6K	0.01%	529
2023 Q2	$296K	Buy	3,224 +654	+25%	+$59.8K	0.01%	559
2023 Q1	$241K	Buy	+2,570	New	+$239K	0.01%	593

Other funds holding LYB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's LYB Position: Q2 2026 in Review

Evergreen Capital Management increased its LyondellBasell Industries (LYB) stake by 3.5% in Q2 2026, buying an estimated $72.3K and bringing the position to 30,686 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #376.

Evergreen Capital Management first reported a position in LYB in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q1 2025. 877 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Evergreen Capital Management held 30,686 shares of LyondellBasell Industries worth $1.62M as of Q2 2026.
Evergreen Capital Management bought 1,047 LyondellBasell Industries shares in Q2 2026, an estimated $72.3K.
LyondellBasell Industries made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #376 holding.
Evergreen Capital Management first reported a position in LyondellBasell Industries in Q1 2023 and has held it in 13 quarters since.
Evergreen Capital Management's LyondellBasell Industries position peaked at $12.8M in Q1 2025.
877 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.