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Juncture Wealth Strategies’s LyondellBasell Industries LYB Stock Holding History

Juncture Wealth Strategies’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
-2,736
Closed -$203K – 131
2024
Q4 		$203K Sell
2,736
-1,255
-31% -$106K 0.08% 125
2024
Q3 		$383K Sell
3,991
-374
-9% -$35.8K 0.15% 84
2024
Q2 		$418K Sell
4,365
-1,400
-24% -$139K 0.18% 73
2024
Q1 		$590K Sell
5,765
-1,698
-23% -$165K 0.25% 52
2023
Q4 		$710K Sell
7,463
-100
-1% -$9.35K 0.32% 57
2023
Q3 		$716K Sell
7,563
-100
-1% -$9.61K 0.35% 62
2023
Q2 		$704K Buy
7,663
+1,198
+19% +$109K 0.33% 62
2023
Q1 		$607K Buy
6,465
+652
+11% +$60.6K 0.3% 65
2022
Q4 		$483K Buy
5,813
+400
+7% +$32.8K 0.23% 74
2022
Q3 		$407K Buy
5,413
+1,200
+28% +$101K 0.2% 79
2022
Q2 		$368K Buy
4,213
+600
+17% +$62.5K 0.18% 84
2022
Q1 		$371K Buy
3,613
+400
+12% +$39.9K 0.18% 91
2021
Q4 		$296K Buy
+3,213
New +$298K 0.14% 105

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

Juncture Wealth Strategies's LYB Position: Q1 2025 in Review

Juncture Wealth Strategies sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 2,736 shares — an estimated $203K sold.

Juncture Wealth Strategies first reported a position in LYB in Q4 2021 and held it in 13 quarters. The position peaked at $716K in Q3 2023. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

  • Juncture Wealth Strategies reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,736 LyondellBasell Industries shares in Q1 2025, an estimated $203K.
  • Juncture Wealth Strategies first reported a position in LyondellBasell Industries in Q4 2021 and held it in 13 quarters.
  • Juncture Wealth Strategies's LyondellBasell Industries position peaked at $716K in Q3 2023.
  • 958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on Juncture Wealth Strategies's 13F filing for Q1 2025, filed 10 Apr 2025.