Root Financial Partners
LYB icon

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
Q3 		$215K Buy
+3,739
New +$229K 0.01% 418
2026
Q2 		– Sell
-1,247
Closed -$100K – 2001
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's LYB Position: Q3 2026 in Review

Root Financial Partners opened a new position in LyondellBasell Industries (LYB) in Q3 2026: 3,739 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LYB as recently as Q1 2026.

Root Financial Partners first reported a position in LYB in Q3 2025 and has held it in 4 quarters since. 748 funds tracked by Wall St. Rank hold LYB as of Q3 2026.

  • Root Financial Partners held 3,739 shares of LyondellBasell Industries worth $215K as of Q3 2026.
  • LyondellBasell Industries was a new Root Financial Partners position in Q3 2026.
  • LyondellBasell Industries made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #418 holding.
  • Root Financial Partners first reported a position in LyondellBasell Industries in Q3 2025 and has held it in 4 quarters since.
  • 748 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.