Keudell/Morrison Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Keudell/Morrison 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 Q2	$288K	Sell	4,984 -748	-13%	-$43.6K	0.06%	172
2025 Q1	$404K	Buy	5,732 +579	+11%	+$43.6K	0.1%	131
2024 Q4	$383K	Sell	5,153 -545	-10%	-$45.8K	0.1%	136
2024 Q3	$546K	Buy	5,698 +285	+5%	+$27.3K	0.15%	106
2024 Q2	$518K	Buy	5,413 +773	+17%	+$76.7K	0.15%	109
2024 Q1	$475K	Buy	4,640 +161	+4%	+$15.7K	0.14%	117
2023 Q4	$426K	Sell	4,479 -6	-0.1%	-$561	0.14%	117
2023 Q3	$425K	Buy	4,485 +299	+7%	+$28.7K	0.13%	110
2023 Q2	$384K	Buy	4,186 +1,263	+43%	+$115K	0.11%	119
2023 Q1	$274K	Buy	+2,923	New	+$272K	0.08%	153

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

Keudell/Morrison Wealth Management's LYB Position: Q2 2025 in Review

Keudell/Morrison Wealth Management reduced its LyondellBasell Industries (LYB) stake by 13% in Q2 2025, selling an estimated $43.6K and leaving 4,984 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #172.

Keudell/Morrison Wealth Management first reported a position in LYB in Q1 2023 and has held it in 10 quarters since. The position peaked at $546K in Q3 2024. 880 funds tracked by Wall St. Rank hold LYB as of Q2 2025.

Keudell/Morrison Wealth Management held 4,984 shares of LyondellBasell Industries worth $288K as of Q2 2025.
Keudell/Morrison Wealth Management sold 748 LyondellBasell Industries shares in Q2 2025, an estimated $43.6K.
LyondellBasell Industries made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #172 holding.
Keudell/Morrison Wealth Management first reported a position in LyondellBasell Industries in Q1 2023 and has held it in 10 quarters since.
Keudell/Morrison Wealth Management's LyondellBasell Industries position peaked at $546K in Q3 2024.
880 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.