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IVC Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

IVC 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
Q3 		– Sell
-7,324
Closed -$424K – 189
2025
Q2 		$424K Sell
7,324
-3,801
-34% -$222K 0.21% 93
2025
Q1 		$783K Sell
11,125
-368
-3% -$27.7K 0.42% 54
2024
Q4 		$854K Buy
11,493
+709
+7% +$59.6K 0.48% 47
2024
Q3 		$1.03M Sell
10,784
-982
-8% -$94.1K 0.57% 42
2024
Q2 		$1.13M Sell
11,766
-49
-0.4% -$4.86K 0.63% 37
2024
Q1 		$1.21M Sell
11,815
-11
-0.1% -$1.07K 0.7% 36
2023
Q4 		$1.12M Sell
11,826
-338
-3% -$31.6K 0.7% 34
2023
Q3 		$1.15M Buy
12,164
+10
+0.1% +$961 0.77% 30
2023
Q2 		$1.12M Sell
12,154
-17
-0.1% -$1.55K 0.71% 34
2023
Q1 		$1.14M Sell
12,171
-561
-4% -$52.2K 0.81% 29
2022
Q4 		$1.06M Buy
12,732
+295
+2% +$24.2K 0.78% 31
2022
Q3 		$936K Buy
12,437
+129
+1% +$10.9K 0.75% 34
2022
Q2 		$1.08M Sell
12,308
-29
-0.2% -$3.02K 0.83% 28
2022
Q1 		$1.27M Buy
12,337
+173
+1% +$17.2K 0.83% 27
2021
Q4 		$1.12M Sell
12,164
-269
-2% -$25K 0.72% 33
2021
Q3 		$1.17M Buy
12,433
+579
+5% +$56.8K 0.8% 33
2021
Q2 		$1.22M Buy
11,854
+181
+2% +$19.6K 0.86% 30
2021
Q1 		$1.22M Buy
11,673
+220
+2% +$21.8K 0.96% 28
2020
Q4 		$1.05M Buy
+11,453
New +$933K 1% 27

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IVC Wealth Advisors's LYB Position: Q3 2025 in Review

IVC Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q3 2025, closing a stake of 7,324 shares — an estimated $424K sold.

IVC Wealth Advisors first reported a position in LYB in Q4 2020 and held it in 19 quarters. The position peaked at $1.27M in Q1 2022. 814 funds tracked by Wall St. Rank hold LYB as of Q3 2025.

  • IVC Wealth Advisors reported no remaining LyondellBasell Industries position as of Q3 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 7,324 LyondellBasell Industries shares in Q3 2025, an estimated $424K.
  • IVC Wealth Advisors first reported a position in LyondellBasell Industries in Q4 2020 and held it in 19 quarters.
  • IVC Wealth Advisors's LyondellBasell Industries position peaked at $1.27M in Q1 2022.
  • 814 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2025.

Based on IVC Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.