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Regal Investment Advisors’s LyondellBasell Industries LYB Stock Holding History

Regal 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
2024
Q1 		– Sell
-2,161
Closed -$205K – 594
2023
Q4 		$205K Sell
2,161
-12
-0.6% -$1.12K 0.02% 509
2023
Q3 		$206K Buy
+2,173
New +$209K 0.02% 465
2022
Q3 		– Sell
-2,548
Closed -$223K – 513
2022
Q2 		$223K Buy
+2,548
New +$265K 0.02% 436
2019
Q1 		– Sell
-2,982
Closed -$248K – 380
2018
Q4 		$248K Buy
2,982
+105
+4% +$9.61K 0.05% 277
2018
Q3 		$295K Buy
2,877
+728
+34% +$79.6K 0.06% 244
2018
Q2 		$236K Buy
+2,149
New +$236K 0.07% 233
2015
Q3 		– Sell
-61
Closed -$6K – 1076
2015
Q2 		$6K Hold
61
– – ﹤0.01% 729
2015
Q1 		$5K Hold
61
– – ﹤0.01% 814
2014
Q4 		$5K Sell
61
-278
-82% -$24.1K ﹤0.01% 752
2014
Q3 		$37K Sell
339
-55
-14% -$5.95K 0.01% 454
2014
Q2 		$38K Sell
394
-64
-14% -$6.09K 0.01% 428
2014
Q1 		$41K Buy
458
+3
+0.7% +$252 0.02% 372
2013
Q4 		$37K Buy
455
+49
+12% +$3.75K 0.02% 338
2013
Q3 		$30K Buy
+406
New +$28.3K 0.02% 394

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Regal Investment Advisors's LYB Position: Q1 2024 in Review

Regal Investment Advisors sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 2,161 shares — an estimated $205K sold.

Regal Investment Advisors first reported a position in LYB in Q3 2013 and held it in 14 quarters. The position peaked at $295K in Q3 2018. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Regal Investment Advisors reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 2,161 LyondellBasell Industries shares in Q1 2024, an estimated $205K.
  • Regal Investment Advisors first reported a position in LyondellBasell Industries in Q3 2013 and held it in 14 quarters.
  • Regal Investment Advisors's LyondellBasell Industries position peaked at $295K in Q3 2018.
  • 1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.