Linscomb Wealth’s LyondellBasell Industries LYB Stock Holding History

Linscomb Wealth’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
2023 Q2	–	Sell	-2,175	Closed	-$204K	–	279
2023 Q1	$204K	Sell	2,175 -2,717	-56%	-$253K	0.01%	278
2022 Q4	$406K	Buy	+4,892	New	+$401K	0.02%	246
2022 Q3	–	Sell	-2,756	Closed	-$241K	–	291
2022 Q2	$241K	Hold	2,756	–	–	0.01%	270
2022 Q1	$283K	Sell	2,756 -293	-10%	-$29.2K	0.01%	297
2021 Q4	$281K	Buy	3,049 +25	+0.8%	+$2.32K	0.01%	290
2021 Q3	$284K	Buy	3,024 +936	+45%	+$91.9K	0.01%	276
2021 Q2	$215K	Buy	+2,088	New	+$226K	0.01%	314
2019 Q3	–	Sell	-3,115	Closed	-$268K	–	275
2019 Q2	$268K	Buy	3,115 +583	+23%	+$49.7K	0.02%	230
2019 Q1	$213K	Sell	2,532 -406	-14%	-$35.1K	0.02%	254
2018 Q4	$244K	Hold	2,938	–	–	0.02%	229
2018 Q3	$301K	Hold	2,938	–	–	0.02%	228
2018 Q2	$323K	Sell	2,938 -30	-1%	-$3.29K	0.03%	212
2018 Q1	$314K	Sell	2,968 -14	-0.5%	-$1.56K	0.03%	212
2017 Q4	$329K	Buy	+2,982	New	+$309K	0.03%	208

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Linscomb Wealth's LYB Position: Q2 2023 in Review

Linscomb Wealth sold out of LyondellBasell Industries (LYB) in Q2 2023, closing a stake of 2,175 shares — an estimated $204K sold.

Linscomb Wealth first reported a position in LYB in Q4 2017 and held it in 14 quarters. The position peaked at $406K in Q4 2022. 927 funds tracked by Wall St. Rank hold LYB as of Q2 2023.

Linscomb Wealth reported no remaining LyondellBasell Industries position as of Q2 2023 after selling out during the quarter.
Linscomb Wealth sold 2,175 LyondellBasell Industries shares in Q2 2023, an estimated $204K.
Linscomb Wealth first reported a position in LyondellBasell Industries in Q4 2017 and held it in 14 quarters.
Linscomb Wealth's LyondellBasell Industries position peaked at $406K in Q4 2022.
927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2023.

Based on Linscomb Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.