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Jeppson Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Jeppson Wealth Management’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
Q1 		– Sell
-3,883
Closed -$288K – 213
2024
Q4 		$288K Sell
3,883
-2,415
-38% -$203K 0.1% 158
2024
Q3 		$604K Sell
6,298
-34
-0.5% -$3.26K 0.22% 106
2024
Q2 		$606K Sell
6,332
-52
-0.8% -$5.16K 0.23% 99
2024
Q1 		$653K Buy
6,384
+25
+0.4% +$2.43K 0.25% 93
2023
Q4 		$605K Buy
6,359
+23
+0.4% +$2.15K 0.25% 96
2023
Q3 		$600K Buy
6,336
+70
+1% +$6.73K 0.28% 93
2023
Q2 		$575K Buy
6,266
+224
+4% +$20.5K 0.25% 97
2023
Q1 		$567K Buy
6,042
+356
+6% +$33.1K 0.25% 101
2022
Q4 		$472K Sell
5,686
-118
-2% -$9.67K 0.2% 112
2022
Q3 		$437K Buy
5,804
+3,037
+110% +$257K 0.2% 109
2022
Q2 		$242K Buy
+2,767
New +$288K 0.1% 157
2020
Q4 		– Sell
-1,845
Closed -$130K – 309
2020
Q3 		$130K Buy
+1,845
New +$128K 0.1% 150

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jeppson Wealth Management's LYB Position: Q1 2025 in Review

Jeppson Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 3,883 shares — an estimated $288K sold.

Jeppson Wealth Management first reported a position in LYB in Q3 2020 and held it in 12 quarters. The position peaked at $653K in Q1 2024. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

  • Jeppson Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
  • Jeppson Wealth Management sold 3,883 LyondellBasell Industries shares in Q1 2025, an estimated $288K.
  • Jeppson Wealth Management first reported a position in LyondellBasell Industries in Q3 2020 and held it in 12 quarters.
  • Jeppson Wealth Management's LyondellBasell Industries position peaked at $653K in Q1 2024.
  • 958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on Jeppson Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.