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Kiltearn Partners’s LyondellBasell Industries LYB Stock Holding History

Kiltearn Partners’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
Q1 		$15.7M Sell
194,800
-42,100
-18% -$2.5M 4.22% 9
2025
Q4 		$10.3M Sell
236,900
-12,100
-5% -$548K 2.22% 17
2025
Q3 		$12.2M Sell
249,000
-17,200
-6% -$970K 2.45% 16
2025
Q2 		$15.4M Sell
266,200
-4,700
-2% -$274K 3.1% 10
2025
Q1 		$19.1M Sell
270,900
-33,600
-11% -$2.53M 3.63% 10
2024
Q4 		$22.6M Sell
304,500
-31,700
-9% -$2.67M 3.74% 10
2024
Q3 		$32.2M Sell
336,200
-64,800
-16% -$6.21M 4.38% 7
2024
Q2 		$38.4M Sell
401,000
-87,900
-18% -$8.72M 4.65% 8
2024
Q1 		$49.9M Sell
488,900
-92,800
-16% -$9.03M 4.61% 7
2023
Q4 		$55.3M Sell
581,700
-29,400
-5% -$2.75M 4.26% 6
2023
Q3 		$57.9M Sell
611,100
-21,400
-3% -$2.06M 4.57% 6
2023
Q2 		$58.1M Buy
632,500
+800
+0.1% +$73.1K 4.25% 6
2023
Q1 		$59.3M Sell
631,700
-3,100
-0.5% -$288K 4.28% 7
2022
Q4 		$52.7M Sell
634,800
-202,600
-24% -$16.6M 3.87% 8
2022
Q3 		$63M Buy
837,400
+262,200
+46% +$22.2M 3.65% 5
2022
Q2 		$50.3M Buy
575,200
+800
+0.1% +$83.3K 2.63% 19
2022
Q1 		$59.1M Sell
574,400
-44,800
-7% -$4.47M 2.54% 15
2021
Q4 		$57.1M Buy
619,200
+188,900
+44% +$17.5M 2.36% 18
2021
Q3 		$40.4M Sell
430,300
-9,200
-2% -$903K 1.67% 26
2021
Q2 		$45.2M Sell
439,500
-50,300
-10% -$5.45M 1.81% 24
2021
Q1 		$51M Sell
489,800
-13,700
-3% -$1.36M 1.95% 24
2020
Q4 		$46.2M Sell
503,500
-13,100
-3% -$1.07M 2.21% 24
2020
Q3 		$36.4M Sell
516,600
-70,200
-12% -$4.85M 2.22% 25
2020
Q2 		$38.6M Sell
586,800
-118,000
-17% -$7.02M 2.18% 23
2020
Q1 		$35M Buy
704,800
+98,800
+16% +$7.27M 2.32% 20
2019
Q4 		$57.3M Buy
606,000
+10,300
+2% +$944K 2.16% 22
2019
Q3 		$52.8M Sell
595,700
-46,300
-7% -$3.78M 1.92% 24
2019
Q2 		$55.3M Buy
+642,000
New +$54.8M 1.75% 24

Other funds holding LYB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Kiltearn Partners's LYB Position: Q1 2026 in Review

Kiltearn Partners reduced its LyondellBasell Industries (LYB) stake by 18% in Q1 2026, selling an estimated $2.5M and leaving 194,800 shares worth $15.7M. The position accounts for 4.22% of the portfolio, ranked #9.

Kiltearn Partners first reported a position in LYB in Q2 2019 and has held it in 28 quarters since. The position peaked at $63M in Q3 2022. 926 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

  • Kiltearn Partners held 194,800 shares of LyondellBasell Industries worth $15.7M as of Q1 2026.
  • Kiltearn Partners sold 42,100 LyondellBasell Industries shares in Q1 2026, an estimated $2.5M.
  • LyondellBasell Industries made up 4.22% of Kiltearn Partners's portfolio in Q1 2026, its #9 holding.
  • Kiltearn Partners first reported a position in LyondellBasell Industries in Q2 2019 and has held it in 28 quarters since.
  • Kiltearn Partners's LyondellBasell Industries position peaked at $63M in Q3 2022.
  • 926 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Kiltearn Partners's 13F filing for Q1 2026, filed 14 May 2026.