Heritage Trust’s LyondellBasell Industries LYB Stock Holding History

Heritage Trust’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 Q3	–	Sell	-30,599	Closed	-$1.77M	–	307
2025 Q2	$1.77M	Sell	30,599 -95	-0.3%	-$5.54K	0.2%	123
2025 Q1	$2.16M	Buy	30,694 +2,070	+7%	+$156K	0.26%	98
2024 Q4	$2.13M	Buy	+28,624	New	+$2.41M	0.25%	101
2024 Q2	$1.49M	Buy	15,618 +701	+5%	+$69.5K	0.2%	117
2024 Q1	$1.53M	Buy	14,917 +3,541	+31%	+$345K	0.2%	116
2023 Q4	$1.08M	Buy	11,376 +7,038	+162%	+$658K	0.15%	138
2023 Q3	$411K	Buy	+4,338	New	+$417K	0.06%	195

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Heritage Trust's LYB Position: Q3 2025 in Review

Heritage Trust sold out of LyondellBasell Industries (LYB) in Q3 2025, closing a stake of 30,599 shares — an estimated $1.77M sold.

Heritage Trust first reported a position in LYB in Q3 2023 and held it in 7 quarters. The position peaked at $2.16M in Q1 2025. 814 funds tracked by Wall St. Rank hold LYB as of Q3 2025.

Heritage Trust reported no remaining LyondellBasell Industries position as of Q3 2025 after selling out during the quarter.
Heritage Trust sold 30,599 LyondellBasell Industries shares in Q3 2025, an estimated $1.77M.
Heritage Trust first reported a position in LyondellBasell Industries in Q3 2023 and held it in 7 quarters.
Heritage Trust's LyondellBasell Industries position peaked at $2.16M in Q1 2025.
814 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2025.

Based on Heritage Trust's 13F filing for Q3 2025, filed 12 Nov 2025.