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Heartwood Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Heartwood 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
Q4 		– Sell
-4
Closed -$196 – 434
2025
Q3 		$196 Buy
+4
New +$226 ﹤0.01% 629

Other funds holding LYB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heartwood Wealth Advisors's LYB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q4 2025, closing a stake of 4 shares — an estimated $196 sold.

Heartwood Wealth Advisors first reported a position in LYB in Q3 2025 and held it in 1 quarter. The position peaked at $196 in Q3 2025. 800 funds tracked by Wall St. Rank hold LYB as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining LyondellBasell Industries position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 LyondellBasell Industries shares in Q4 2025, an estimated $196.
  • Heartwood Wealth Advisors first reported a position in LyondellBasell Industries in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's LyondellBasell Industries position peaked at $196 in Q3 2025.
  • 800 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.