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Palumbo Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Palumbo 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
2024
Q4 		– Sell
-3,770
Closed -$362K – 181
2024
Q3 		$362K Buy
3,770
+906
+32% +$86.8K 0.14% 106
2024
Q2 		$274K Sell
2,864
-159
-5% -$15.8K 0.12% 109
2024
Q1 		$309K Sell
3,023
-240
-7% -$23.4K 0.14% 102
2023
Q4 		$310K Sell
3,263
-52
-2% -$4.86K 0.16% 96
2023
Q3 		$314K Sell
3,315
-174
-5% -$16.7K 0.17% 85
2023
Q2 		$320K Sell
3,489
-7,739
-69% -$707K 0.2% 78
2023
Q1 		$1.05M Sell
11,228
-1,172
-9% -$109K 0.7% 33
2022
Q4 		$1.03M Buy
12,400
+369
+3% +$30.2K 0.82% 29
2022
Q3 		$906K Buy
12,031
+376
+3% +$31.8K 0.77% 30
2022
Q2 		$1.02M Buy
11,655
+643
+6% +$67K 0.81% 26
2022
Q1 		$1.13M Buy
11,012
+296
+3% +$29.5K 0.73% 29
2021
Q4 		$988K Buy
10,716
+906
+9% +$84.1K 0.62% 35
2021
Q3 		$921K Sell
9,810
-1,542
-14% -$151K 0.61% 31
2021
Q2 		$1.17M Buy
11,352
+563
+5% +$60.9K 0.78% 24
2021
Q1 		$1.12M Buy
10,789
+967
+10% +$96K 0.85% 21
2020
Q4 		$900K Buy
+9,822
New +$800K 0.73% 24

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Palumbo Wealth Management's LYB Position: Q4 2024 in Review

Palumbo Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 3,770 shares — an estimated $362K sold.

Palumbo Wealth Management first reported a position in LYB in Q4 2020 and held it in 16 quarters. The position peaked at $1.17M in Q2 2021. 972 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Palumbo Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 3,770 LyondellBasell Industries shares in Q4 2024, an estimated $362K.
  • Palumbo Wealth Management first reported a position in LyondellBasell Industries in Q4 2020 and held it in 16 quarters.
  • Palumbo Wealth Management's LyondellBasell Industries position peaked at $1.17M in Q2 2021.
  • 972 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.