Poehling Capital Management’s LyondellBasell Industries LYB Stock Holding History

Poehling Capital 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 Q2	–	Sell	-2,914	Closed	-$298K	–	131
2024 Q1	$298K	Hold	2,914	–	–	0.08%	110
2023 Q4	$277K	Sell	2,914 -318	-10%	-$29.7K	0.09%	107
2023 Q3	$306K	Buy	3,232 +21	+0.7%	+$2.02K	0.11%	100
2023 Q2	$295K	Sell	3,211 -68	-2%	-$6.21K	0.1%	100
2023 Q1	$308K	Sell	3,279 -139	-4%	-$12.9K	0.1%	97
2022 Q4	$284K	Sell	3,418 -9	-0.3%	-$737	0.11%	97
2022 Q3	$258K	Buy	+3,427	New	+$290K	0.11%	92

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Poehling Capital Management's LYB Position: Q2 2024 in Review

Poehling Capital Management sold out of LyondellBasell Industries (LYB) in Q2 2024, closing a stake of 2,914 shares — an estimated $298K sold.

Poehling Capital Management first reported a position in LYB in Q3 2022 and held it in 7 quarters. The position peaked at $308K in Q1 2023. 1,022 funds tracked by Wall St. Rank hold LYB as of Q2 2024.

Poehling Capital Management reported no remaining LyondellBasell Industries position as of Q2 2024 after selling out during the quarter.
Poehling Capital Management sold 2,914 LyondellBasell Industries shares in Q2 2024, an estimated $298K.
Poehling Capital Management first reported a position in LyondellBasell Industries in Q3 2022 and held it in 7 quarters.
Poehling Capital Management's LyondellBasell Industries position peaked at $308K in Q1 2023.
1,022 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2024.

Based on Poehling Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.