Oak Harbor Wealth Partners’s LyondellBasell Industries LYB Stock Holding History

Oak Harbor Wealth Partners’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
2022 Q4	–	Sell	-3,400	Closed	-$256K	–	224
2022 Q3	$256K	Hold	3,400	–	–	0.1%	132
2022 Q2	$297K	Hold	3,400	–	–	0.12%	120
2022 Q1	$350K	Hold	3,400	–	–	0.11%	121
2021 Q4	$314K	Buy	+3,400	New	+$315K	0.11%	128

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Oak Harbor Wealth Partners's LYB Position: Q4 2022 in Review

Oak Harbor Wealth Partners sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 3,400 shares — an estimated $256K sold.

Oak Harbor Wealth Partners first reported a position in LYB in Q4 2021 and held it in 4 quarters. The position peaked at $350K in Q1 2022. 897 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

Oak Harbor Wealth Partners reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
Oak Harbor Wealth Partners sold 3,400 LyondellBasell Industries shares in Q4 2022, an estimated $256K.
Oak Harbor Wealth Partners first reported a position in LyondellBasell Industries in Q4 2021 and held it in 4 quarters.
Oak Harbor Wealth Partners's LyondellBasell Industries position peaked at $350K in Q1 2022.
897 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2022, filed 18 Jan 2023.