Oak Thistle LLC’s LyondellBasell Industries LYB Stock Holding History

Oak Thistle LLC’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 Q2	$1.8M	Sell	34,237 -13,203	-28%	-$911K	0.17%	226
2026 Q1	$3.82M	Buy	47,440 +9,143	+24%	+$542K	0.37%	73
2025 Q4	$1.66M	Buy	38,297 +27,411	+252%	+$1.24M	0.23%	163
2025 Q3	$534K	Buy	+10,886	New	+$614K	0.08%	363
2025 Q2	–	Sell	-25,307	Closed	-$1.78M	–	544
2025 Q1	$1.78M	Buy	+25,307	New	+$1.9M	0.36%	82
2024 Q4	–	Sell	-4,627	Closed	-$444K	–	490
2024 Q3	$444K	Buy	+4,627	New	+$443K	0.14%	267
2024 Q2	–	Sell	-2,930	Closed	-$300K	–	385
2024 Q1	$300K	Sell	2,930 -12,069	-80%	-$1.17M	0.27%	173
2023 Q4	$1.43M	Buy	+14,999	New	+$1.4M	0.41%	61
2023 Q3	–	Sell	-3,375	Closed	-$310K	–	539
2023 Q2	$310K	Buy	+3,375	New	+$308K	0.16%	246

Other funds holding LYB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Thistle LLC's LYB Position: Q2 2026 in Review

Oak Thistle LLC reduced its LyondellBasell Industries (LYB) stake by 28% in Q2 2026, selling an estimated $911K and leaving 34,237 shares worth $1.8M. The position accounts for 0.17% of the portfolio, ranked #226.

Oak Thistle LLC first reported a position in LYB in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.82M in Q1 2026. 877 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Oak Thistle LLC held 34,237 shares of LyondellBasell Industries worth $1.8M as of Q2 2026.
Oak Thistle LLC sold 13,203 LyondellBasell Industries shares in Q2 2026, an estimated $911K.
LyondellBasell Industries made up 0.17% of Oak Thistle LLC's portfolio in Q2 2026, its #226 holding.
Oak Thistle LLC first reported a position in LyondellBasell Industries in Q2 2023 and has held it in 9 quarters since.
Oak Thistle LLC's LyondellBasell Industries position peaked at $3.82M in Q1 2026.
877 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.