Mark Sheptoff Financial Planning’s LyondellBasell Industries LYB Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-225	Closed	-$11K	–	551
2025 Q4	$11K	Sell	225 -850	-79%	-$38.5K	0.01%	341
2025 Q3	$52.7K	Hold	1,075	–	–	0.03%	189
2025 Q2	$62.2K	Hold	1,075	–	–	0.03%	167
2025 Q1	$75.7K	Hold	1,075	–	–	0.04%	141
2024 Q4	$79.8K	Hold	1,075	–	–	0.04%	141
2024 Q3	$103K	Hold	1,075	–	–	0.05%	124
2024 Q2	$103K	Hold	1,075	–	–	0.06%	131
2024 Q1	$110K	Hold	1,075	–	–	0.06%	124
2023 Q4	$102K	Hold	1,075	–	–	0.06%	117
2023 Q3	$102K	Sell	1,075 -200	-16%	-$19.2K	0.07%	110
2023 Q2	$117K	Hold	1,275	–	–	0.07%	109
2023 Q1	$120K	Hold	1,275	–	–	0.07%	105
2022 Q4	$106K	Hold	1,275	–	–	0.06%	109
2022 Q3	$96K	Hold	1,275	–	–	0.06%	109
2022 Q2	$112K	Hold	1,275	–	–	0.06%	108
2022 Q1	$131K	Sell	1,275 -200	-14%	-$19.9K	0.07%	122
2021 Q4	$136K	Buy	1,475 +200	+16%	+$18.6K	0.06%	124
2021 Q3	$120K	Sell	1,275 -200	-14%	-$19.6K	0.07%	127
2021 Q2	$152K	Hold	1,475	–	–	0.08%	119
2021 Q1	$153K	Hold	1,475	–	–	0.09%	113
2020 Q4	$135K	Hold	1,475	–	–	0.08%	118
2020 Q3	$104K	Buy	1,475 +325	+28%	+$22.5K	0.06%	116
2020 Q2	$76K	Sell	1,150 -1,200	-51%	-$71.4K	0.05%	128
2020 Q1	$117K	Buy	2,350 +1,700	+262%	+$125K	0.09%	98
2019 Q4	$61K	Buy	650 +50	+8%	+$4.58K	0.04%	140
2019 Q3	$54K	Sell	600 -800	-57%	-$65.2K	0.04%	145
2019 Q2	$121K	Buy	1,400 +300	+27%	+$25.6K	0.08%	110
2019 Q1	$92K	Buy	1,100 +200	+22%	+$17.3K	0.07%	121
2018 Q4	$75K	Hold	900	–	–	0.06%	115
2018 Q3	$92K	Hold	900	–	–	0.06%	132
2018 Q2	$99K	Hold	900	–	–	0.07%	125
2018 Q1	$95K	Hold	900	–	–	0.07%	130
2017 Q4	$99K	Sell	900 -300	-25%	-$31.1K	0.06%	137
2017 Q3	$119K	Hold	1,200	–	–	0.08%	134
2017 Q2	$101K	Sell	1,200 -1	-0.1%	-$83	0.07%	137
2017 Q1	$109K	Buy	1,201 +1	+0.1%	+$91	0.08%	137
2016 Q4	$103K	Hold	1,200	–	–	0.08%	137
2016 Q3	$97K	Hold	1,200	–	–	0.07%	132
2016 Q2	$89K	Sell	1,200 -200	-14%	-$16.5K	0.07%	131
2016 Q1	$120K	Buy	1,400 +100	+8%	+$8.03K	0.1%	116
2015 Q4	$113K	Sell	1,300 -150	-10%	-$13.8K	0.09%	124
2015 Q3	$121K	Sell	1,450 -2,450	-63%	-$218K	0.11%	124
2015 Q2	$404K	Buy	3,900 +1,900	+95%	+$191K	0.33%	71
2015 Q1	$176K	Buy	2,000 +400	+25%	+$33.6K	0.15%	101
2014 Q4	$127K	Buy	1,600 +600	+60%	+$52K	0.11%	117
2014 Q3	$109K	Hold	1,000	–	–	0.1%	138
2014 Q2	$98K	Hold	1,000	–	–	0.08%	144
2014 Q1	$89K	Buy	+1,000	New	+$84.1K	0.08%	150

Other funds holding LYB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Mark Sheptoff Financial Planning's LYB Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of LyondellBasell Industries (LYB) in Q1 2026, closing a stake of 225 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in LYB in Q1 2014 and held it in 48 quarters. The position peaked at $404K in Q2 2015. 925 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining LyondellBasell Industries position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 225 LyondellBasell Industries shares in Q1 2026, an estimated $11K.
Mark Sheptoff Financial Planning first reported a position in LyondellBasell Industries in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's LyondellBasell Industries position peaked at $404K in Q2 2015.
925 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.