OIA
LYB icon

Optimum Investment Advisors’s LyondellBasell Industries LYB Stock Holding History

Optimum Investment 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
Q3 		$123K Hold
2,500
– – 0.05% 237
2025
Q2 		$145K Hold
2,500
– – 0.06% 209
2025
Q1 		$176K Hold
2,500
– – 0.08% 182
2024
Q4 		$186K Sell
2,500
-1,000
-29% -$84.1K 0.08% 185
2024
Q3 		$336K Hold
3,500
– – 0.15% 139
2024
Q2 		$335K Hold
3,500
– – 0.15% 131
2024
Q1 		$358K Hold
3,500
– – 0.16% 128
2023
Q4 		$333K Sell
3,500
-200
-5% -$18.7K 0.17% 127
2023
Q3 		$350K Hold
3,700
– – 0.18% 125
2023
Q2 		$340K Hold
3,700
– – 0.17% 135
2023
Q1 		$347K Hold
3,700
– – 0.18% 128
2022
Q4 		$307K Hold
3,700
– – 0.17% 140
2022
Q3 		$279K Hold
3,700
– – 0.15% 147
2022
Q2 		$324K Sell
3,700
-300
-8% -$31.3K 0.16% 131
2022
Q1 		$411K Hold
4,000
– – 0.17% 124
2021
Q4 		$369K Hold
4,000
– – 0.14% 143
2021
Q3 		$375K Sell
4,000
-925
-19% -$90.8K 0.16% 139
2021
Q2 		$507K Sell
4,925
-200
-4% -$21.6K 0.16% 145
2021
Q1 		$533K Hold
5,125
– – 0.16% 133
2020
Q4 		$470K Buy
5,125
+890
+21% +$72.5K 0.14% 138
2020
Q3 		$299K Hold
4,235
– – 0.1% 178
2020
Q2 		$278K Buy
4,235
+73
+2% +$4.34K 0.1% 195
2020
Q1 		$207K Buy
4,162
+177
+4% +$13K 0.08% 208
2019
Q4 		$377K Buy
3,985
+871
+28% +$79.8K 0.11% 188
2019
Q3 		$279K Sell
3,114
-596
-16% -$48.6K 0.09% 219
2019
Q2 		$320K Buy
3,710
+1,000
+37% +$85.3K 0.1% 204
2019
Q1 		$228K Sell
2,710
-200
-7% -$17.3K 0.07% 256
2018
Q4 		$242K Sell
2,910
-2,525
-46% -$231K 0.08% 222
2018
Q3 		$557K Buy
5,435
+1,100
+25% +$120K 0.15% 156
2018
Q2 		$476K Buy
4,335
+2,275
+110% +$250K 0.14% 165
2018
Q1 		$218K Hold
2,060
– – 0.06% 272
2017
Q4 		$227K Buy
+2,060
New +$214K 0.07% 272
2015
Q1 		$110K Hold
1,250
– – 0.03% 363
2014
Q4 		$99K Buy
+1,250
New +$108K 0.03% 373

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimum Investment Advisors's LYB Position: Q3 2025 in Review

Optimum Investment Advisors held its LyondellBasell Industries (LYB) position steady in Q3 2025 at 2,500 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #237.

Optimum Investment Advisors first reported a position in LYB in Q4 2014 and has held it in 34 quarters since. The position peaked at $557K in Q3 2018. 815 funds tracked by Wall St. Rank hold LYB as of Q3 2025.

  • Optimum Investment Advisors held 2,500 shares of LyondellBasell Industries worth $123K as of Q3 2025.
  • Optimum Investment Advisors left its LyondellBasell Industries share count unchanged in Q3 2025.
  • LyondellBasell Industries made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #237 holding.
  • Optimum Investment Advisors first reported a position in LyondellBasell Industries in Q4 2014 and has held it in 34 quarters since.
  • Optimum Investment Advisors's LyondellBasell Industries position peaked at $557K in Q3 2018.
  • 815 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.