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Marshall & Sterling Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-233
Closed -$11.4K – 508
2025
Q3 		$11.4K Buy
233
+59
+34% +$3.33K 0.01% 323
2025
Q2 		$10.1K Sell
174
-2
-1% -$117 0.01% 328
2025
Q1 		$12.4K Buy
176
+97
+123% +$7.3K 0.01% 293
2024
Q4 		$5.87K Buy
+79
New +$6.64K ﹤0.01% 249

Other funds holding LYB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LYB Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q4 2025, closing a stake of 233 shares — an estimated $11.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in LYB in Q4 2024 and held it in 4 quarters. The position peaked at $12.4K in Q1 2025. 800 funds tracked by Wall St. Rank hold LYB as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining LyondellBasell Industries position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 233 LyondellBasell Industries shares in Q4 2025, an estimated $11.4K.
  • Marshall & Sterling Wealth Advisors first reported a position in LyondellBasell Industries in Q4 2024 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's LyondellBasell Industries position peaked at $12.4K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.