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Kozak & Associates’s LyondellBasell Industries LYB Stock Holding History

Kozak & Associates’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
Q2 		– Sell
-3
Closed -$207 – 435
2026
Q1 		$252 Sell
3
-1
-25% -$59 ﹤0.01% 420
2025
Q4 		$173 Sell
4
-1
-20% -$45 ﹤0.01% 408
2025
Q3 		$237 Sell
5
-1
-17% -$56 ﹤0.01% 428
2025
Q2 		$391 Hold
6
– – ﹤0.01% 387
2025
Q1 		$343 Sell
6
-302
-98% -$22.7K ﹤0.01% 404
2024
Q4 		$22.4K Buy
308
+3
+1% +$252 0.01% 175
2024
Q3 		$28K Buy
305
+5
+2% +$479 0.01% 167
2024
Q2 		$28.6K Buy
300
+4
+1% +$397 0.01% 154
2024
Q1 		$29.6K Sell
296
-49
-14% -$4.77K 0.01% 156
2023
Q4 		$32.4K Sell
345
-327
-49% -$30.6K 0.01% 158
2023
Q3 		$60.9K Buy
672
+4
+0.6% +$385 0.02% 122
2023
Q2 		$61.9K Buy
668
+3
+0.5% +$274 0.03% 128
2023
Q1 		$62.5K Buy
665
+272
+69% +$25.3K 0.03% 132
2022
Q4 		$33K Hold
393
– – 0.02% 167
2022
Q3 		$31K Hold
393
– – 0.02% 165
2022
Q2 		$34K Buy
393
+10
+3% +$1.04K 0.02% 167
2022
Q1 		$38K Hold
383
– – 0.02% 172
2021
Q4 		$38K Hold
383
– – 0.02% 172
2021
Q3 		$36K Buy
+383
New +$37.6K 0.02% 180

Other funds holding LYB

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Kozak & Associates's LYB Position: Q2 2026 in Review

Kozak & Associates sold out of LyondellBasell Industries (LYB) in Q2 2026, closing a stake of 3 shares — an estimated $207 sold.

Kozak & Associates first reported a position in LYB in Q3 2021 and held it in 19 quarters. The position peaked at $62.5K in Q1 2023. 182 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

  • Kozak & Associates reported no remaining LyondellBasell Industries position as of Q2 2026 after selling out during the quarter.
  • Kozak & Associates sold 3 LyondellBasell Industries shares in Q2 2026, an estimated $207.
  • Kozak & Associates first reported a position in LyondellBasell Industries in Q3 2021 and held it in 19 quarters.
  • Kozak & Associates's LyondellBasell Industries position peaked at $62.5K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.