GoalVest Advisory’s LyondellBasell Industries LYB Stock Holding History

GoalVest Advisory’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 Q3	$6.32K	Buy	+110	New	+$6.74K	﹤0.01%	522
2026 Q1	–	Sell	-140	Closed	-$6.06K	–	509
2025 Q4	$6.06K	Buy	+140	New	+$6.34K	﹤0.01%	460
2025 Q2	–	Sell	-3	Closed	-$211	–	468
2025 Q1	$211	Buy	+3	New	+$226	﹤0.01%	444
2024 Q2	–	Sell	-150	Closed	-$15.3K	–	370
2024 Q1	$15.3K	Buy	150 +20	+15%	+$1.95K	0.01%	288
2023 Q4	$12.4K	Buy	130 +70	+117%	+$6.54K	0.01%	242
2023 Q3	$5.68K	Buy	+60	New	+$5.77K	﹤0.01%	336
2022 Q2	–	Sell	-48	Closed	-$5K	–	447
2022 Q1	$5K	Buy	+48	New	+$4.79K	﹤0.01%	272

Other funds holding LYB

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GoalVest Advisory's LYB Position: Q3 2026 in Review

GoalVest Advisory opened a new position in LyondellBasell Industries (LYB) in Q3 2026: 110 shares worth $6.32K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in LYB as recently as Q4 2025.

GoalVest Advisory first reported a position in LYB in Q1 2022 and has held it in 7 quarters since. The position peaked at $15.3K in Q1 2024. 35 funds tracked by Wall St. Rank hold LYB as of Q3 2026.

GoalVest Advisory held 110 shares of LyondellBasell Industries worth $6.32K as of Q3 2026.
LyondellBasell Industries was a new GoalVest Advisory position in Q3 2026.
LyondellBasell Industries made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #522 holding.
GoalVest Advisory first reported a position in LyondellBasell Industries in Q1 2022 and has held it in 7 quarters since.
GoalVest Advisory's LyondellBasell Industries position peaked at $15.3K in Q1 2024.
35 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.