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Root Financial Partners’s LyondellBasell Industries LYB Stock Holding History

Root Financial Partners’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
2026
Q1 		$100K Buy
1,247
+1,154
+1,241% +$68.4K ﹤0.01% 557
2025
Q4 		$4.03K Sell
93
-3
-3% -$136 ﹤0.01% 1827
2025
Q3 		$4.71K Buy
+96
New +$5.41K ﹤0.01% 1751

Other funds holding LYB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's LYB Position: Q1 2026 in Review

Root Financial Partners increased its LyondellBasell Industries (LYB) stake by 1,241% in Q1 2026, buying an estimated $68.4K and bringing the position to 1,247 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Root Financial Partners first reported a position in LYB in Q3 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

  • Root Financial Partners held 1,247 shares of LyondellBasell Industries worth $100K as of Q1 2026.
  • Root Financial Partners bought 1,154 LyondellBasell Industries shares in Q1 2026, an estimated $68.4K.
  • LyondellBasell Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #557 holding.
  • Root Financial Partners first reported a position in LyondellBasell Industries in Q3 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.