OWP
Obermeyer Wealth Partners’s LyondellBasell Industries LYB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,000
| Closed | -$845K | – | 283 |
|
|
2025
Q1 | $845K | Sell |
12,000
-52
| -0.4% | -$3.66K | 0.05% | 111 |
|
|
2024
Q4 | $895K | Hold |
12,052
| – | – | 0.05% | 109 |
|
|
2024
Q3 | $1.16M | Hold |
12,052
| – | – | 0.06% | 96 |
|
|
2024
Q2 | $1.15M | Sell |
12,052
-3,500
| -23% | -$335K | 0.07% | 94 |
|
|
2024
Q1 | $1.59M | Buy |
+15,552
| New | +$1.59M | 0.09% | 76 |
|
|
2020
Q1 | – | Sell |
-2,190
| Closed | -$207K | – | 136 |
|
|
2019
Q4 | $207K | Buy |
+2,190
| New | +$207K | 0.02% | 126 |
|
|
2019
Q1 | – | Sell |
-2,990
| Closed | -$249K | – | 114 |
|
|
2018
Q4 | $249K | Hold |
2,990
| – | – | 0.03% | 99 |
|
|
2018
Q3 | $307K | Hold |
2,990
| – | – | 0.03% | 94 |
|
|
2018
Q2 | $328K | Hold |
2,990
| – | – | 0.03% | 90 |
|
|
2018
Q1 | $316K | Sell |
2,990
-102,963
| -97% | -$10.9M | 0.03% | 89 |
|
|
2017
Q4 | $11.7M | Sell |
105,953
-4,835
| -4% | -$533K | 1.02% | 30 |
|
|
2017
Q3 | $11M | Sell |
110,788
-4,102
| -4% | -$406K | 0.95% | 30 |
|
|
2017
Q2 | $9.7M | Sell |
114,890
-2,370
| -2% | -$200K | 0.86% | 31 |
|
|
2017
Q1 | $10.7M | Sell |
117,260
-4,285
| -4% | -$391K | 0.98% | 29 |
|
|
2016
Q4 | $10.4M | Sell |
121,545
-13,101
| -10% | -$1.12M | 1% | 29 |
|
|
2016
Q3 | $10.9M | Sell |
134,646
-4,030
| -3% | -$325K | 1.04% | 30 |
|
|
2016
Q2 | $10.3M | Sell |
138,676
-27,404
| -17% | -$2.04M | 1.03% | 30 |
|
|
2016
Q1 | $14.2M | Buy |
166,080
+725
| +0.4% | +$62K | 1.32% | 27 |
|
|
2015
Q4 | $14.4M | Buy |
165,355
+4,095
| +3% | +$356K | 1.31% | 26 |
|
|
2015
Q3 | $13.4M | Buy |
161,260
+1,609
| +1% | +$134K | 1.42% | 24 |
|
|
2015
Q2 | $16.5M | Buy |
159,651
+137,476
| +620% | +$14.2M | 1.41% | 28 |
|
|
2015
Q1 | $13.8M | Sell |
22,175
-131,899
| -86% | -$82.1M | 1.13% | 37 |
|
|
2014
Q4 | $12.2M | Buy |
154,074
+4,705
| +3% | +$374K | 1.11% | 38 |
|
|
2014
Q3 | $16.2M | Sell |
149,369
-3,765
| -2% | -$409K | 3.99% | 8 |
|
|
2014
Q2 | $15M | Sell |
153,134
-623
| -0.4% | -$60.8K | 3.64% | 8 |
|
|
2014
Q1 | $13.7M | Sell |
153,757
-3,283
| -2% | -$292K | 3.42% | 9 |
|
|
2013
Q4 | $12.6M | Buy |
157,040
+10
| +0% | +$803 | 3.22% | 15 |
|
|
2013
Q3 | $11.5M | Buy |
157,030
+2,430
| +2% | +$178K | 3.23% | 13 |
|
|
2013
Q2 | $10.2M | Buy |
+154,600
| New | +$10.2M | 2.84% | 20 |
|