Plan Group Financial’s LyondellBasell Industries LYB Stock Holding History

Plan Group Financial’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	–	Sell	-3,730	Closed	-$216K	–	189
2025 Q2	$216K	Sell	3,730 -2,000	-35%	-$117K	0.07%	148
2025 Q1	$403K	Buy	+5,730	New	+$431K	0.14%	108

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Plan Group Financial's LYB Position: Q3 2025 in Review

Plan Group Financial sold out of LyondellBasell Industries (LYB) in Q3 2025, closing a stake of 3,730 shares — an estimated $216K sold.

Plan Group Financial first reported a position in LYB in Q1 2025 and held it in 2 quarters. The position peaked at $403K in Q1 2025. 814 funds tracked by Wall St. Rank hold LYB as of Q3 2025.

Plan Group Financial reported no remaining LyondellBasell Industries position as of Q3 2025 after selling out during the quarter.
Plan Group Financial sold 3,730 LyondellBasell Industries shares in Q3 2025, an estimated $216K.
Plan Group Financial first reported a position in LyondellBasell Industries in Q1 2025 and held it in 2 quarters.
Plan Group Financial's LyondellBasell Industries position peaked at $403K in Q1 2025.
814 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2025.

Based on Plan Group Financial's 13F filing for Q3 2025, filed 27 Oct 2025.