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Mowery & Schoenfeld Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-30
Closed -$1.3K – 438
2025
Q4 		$1.3K Buy
+30
New +$1.36K ﹤0.01% 431
2025
Q1 		– Sell
-40
Closed -$2.97K – 523
2024
Q4 		$2.97K Buy
+40
New +$3.36K 0.01% 362

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

Mowery & Schoenfeld Wealth Management's LYB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2026, closing a stake of 30 shares — an estimated $1.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in LYB in Q4 2024 and held it in 2 quarters. The position peaked at $2.97K in Q4 2024. 925 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 30 LyondellBasell Industries shares in Q1 2026, an estimated $1.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in LyondellBasell Industries in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's LyondellBasell Industries position peaked at $2.97K in Q4 2024.
  • 925 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.