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Phillips Wealth Planners’s LyondellBasell Industries LYB Stock Holding History

Phillips Wealth Planners’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
-2,462
Closed -$226K – 188
2024
Q3 		$226K Sell
2,462
-69
-3% -$6.61K 0.22% 168
2024
Q2 		$235K Buy
2,531
+31
+1% +$3.08K 0.25% 153
2024
Q1 		$248K Buy
2,500
+140
+6% +$13.6K 0.29% 139
2023
Q4 		$220K Buy
2,360
+7
+0.3% +$655 0.27% 144
2023
Q3 		$218K Sell
2,353
-52
-2% -$5K 0.3% 132
2023
Q2 		$221K Buy
2,405
+80
+3% +$7.31K 0.29% 132
2023
Q1 		$217K Buy
+2,325
New +$216K 0.29% 135

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Phillips Wealth Planners's LYB Position: Q4 2024 in Review

Phillips Wealth Planners sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 2,462 shares — an estimated $226K sold.

Phillips Wealth Planners first reported a position in LYB in Q1 2023 and held it in 7 quarters. The position peaked at $248K in Q1 2024. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Phillips Wealth Planners reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,462 LyondellBasell Industries shares in Q4 2024, an estimated $226K.
  • Phillips Wealth Planners first reported a position in LyondellBasell Industries in Q1 2023 and held it in 7 quarters.
  • Phillips Wealth Planners's LyondellBasell Industries position peaked at $248K in Q1 2024.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Phillips Wealth Planners's 13F filing for Q4 2024, filed 17 Jan 2025.