EWM
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Evermay Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Evermay 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
2026
Q2 		$30K Sell
569
-300
-35% -$20.7K ﹤0.01% 410
2026
Q1 		$70K Hold
869
– – 0.01% 285
2025
Q4 		$37.6K Hold
869
– – ﹤0.01% 338
2025
Q3 		$42.6K Hold
869
– – ﹤0.01% 333
2025
Q2 		$50.3K Hold
869
– – 0.01% 324
2025
Q1 		$61.2K Hold
869
– – 0.01% 306
2024
Q4 		$64.5K Sell
869
-350
-29% -$29.4K 0.01% 298
2024
Q3 		$117K Hold
1,219
– – 0.02% 253
2024
Q2 		$117K Hold
1,219
– – 0.02% 253
2024
Q1 		$125K Buy
1,219
+80
+7% +$7.79K 0.02% 252
2023
Q4 		$108K Buy
1,139
+4
+0.4% +$374 0.02% 252
2023
Q3 		$107K Hold
1,135
– – 0.02% 229
2023
Q2 		$104K Hold
1,135
– – 0.02% 238
2023
Q1 		$107K Sell
1,135
-30
-3% -$2.79K 0.02% 232
2022
Q4 		$96.7K Sell
1,165
-805
-41% -$65.9K 0.02% 232
2022
Q3 		$148K Buy
1,970
+165
+9% +$13.9K 0.03% 187
2022
Q2 		$158K Sell
1,805
-175
-9% -$18.2K 0.03% 179
2022
Q1 		$204K Hold
1,980
– – 0.03% 187
2021
Q4 		$183K Sell
1,980
-30
-1% -$2.78K 0.03% 179
2021
Q3 		$189K Buy
2,010
+30
+2% +$2.94K 0.04% 165
2021
Q2 		$204K Hold
1,980
– – 0.04% 172
2021
Q1 		$206K Sell
1,980
-2,000
-50% -$198K 0.04% 170
2020
Q4 		$365K Sell
3,980
-975
-20% -$79.4K 0.08% 117
2020
Q3 		$349K Hold
4,955
– – 0.09% 105
2020
Q2 		$326K Sell
4,955
-775
-14% -$46.1K 0.09% 108
2020
Q1 		$284K Buy
5,730
+60
+1% +$4.41K 0.09% 109
2019
Q4 		$536K Sell
5,670
-120
-2% -$11K 0.13% 84
2019
Q3 		$518K Buy
5,790
+1,061
+22% +$86.5K 0.14% 74
2019
Q2 		$407K Sell
4,729
-1,009
-18% -$86.1K 0.11% 91
2019
Q1 		$482K Buy
5,738
+1,758
+44% +$152K 0.14% 77
2018
Q4 		$331K Buy
+3,980
New +$364K 0.11% 93

Other funds holding LYB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evermay Wealth Management's LYB Position: Q2 2026 in Review

Evermay Wealth Management reduced its LyondellBasell Industries (LYB) stake by 35% in Q2 2026, selling an estimated $20.7K and leaving 569 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Evermay Wealth Management first reported a position in LYB in Q4 2018 and has held it in 31 quarters since. The position peaked at $536K in Q4 2019. 883 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

  • Evermay Wealth Management held 569 shares of LyondellBasell Industries worth $30K as of Q2 2026.
  • Evermay Wealth Management sold 300 LyondellBasell Industries shares in Q2 2026, an estimated $20.7K.
  • LyondellBasell Industries made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #410 holding.
  • Evermay Wealth Management first reported a position in LyondellBasell Industries in Q4 2018 and has held it in 31 quarters since.
  • Evermay Wealth Management's LyondellBasell Industries position peaked at $536K in Q4 2019.
  • 883 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.