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Independent Financial Group’s LyondellBasell Industries LYB Stock Holding History

Independent Financial Group’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 		$380K Sell
7,210
-2,109
-23% -$146K 0.01% 1108
2026
Q1 		$751K Sell
9,319
-1,904
-17% -$113K 0.02% 735
2025
Q4 		$486K Sell
11,223
-2,814
-20% -$127K 0.01% 912
2025
Q3 		$688K Buy
14,037
+2,565
+22% +$145K 0.02% 722
2025
Q2 		$664K Buy
11,472
+2,161
+23% +$126K 0.02% 672
2025
Q1 		$656K Buy
+9,311
New +$701K 0.02% 613
2024
Q4 		– Sell
-2,914
Closed -$279K – 1206
2024
Q3 		$279K Buy
2,914
+252
+9% +$24.2K 0.01% 906
2024
Q2 		$255K Buy
2,662
+70
+3% +$6.95K 0.01% 907
2024
Q1 		$265K Sell
2,592
-386
-13% -$37.6K 0.01% 839
2023
Q4 		$283K Buy
2,978
+768
+35% +$71.8K 0.02% 742
2023
Q3 		$209K Buy
+2,210
New +$212K 0.01% 811

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

Independent Financial Group's LYB Position: Q2 2026 in Review

Independent Financial Group reduced its LyondellBasell Industries (LYB) stake by 23% in Q2 2026, selling an estimated $146K and leaving 7,210 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #1108.

Independent Financial Group first reported a position in LYB in Q3 2023 and has held it in 11 quarters since. The position peaked at $751K in Q1 2026. 877 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

  • Independent Financial Group held 7,210 shares of LyondellBasell Industries worth $380K as of Q2 2026.
  • Independent Financial Group sold 2,109 LyondellBasell Industries shares in Q2 2026, an estimated $146K.
  • LyondellBasell Industries made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1108 holding.
  • Independent Financial Group first reported a position in LyondellBasell Industries in Q3 2023 and has held it in 11 quarters since.
  • Independent Financial Group's LyondellBasell Industries position peaked at $751K in Q1 2026.
  • 877 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.