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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's LYB Position: Q2 2026 in Review

Root Financial Partners sold out of LyondellBasell Industries (LYB) in Q2 2026, closing a stake of 1,247 shares — an estimated $100K sold.

Root Financial Partners first reported a position in LYB in Q3 2025 and held it in 3 quarters. The position peaked at $100K in Q1 2026. 883 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

  • Root Financial Partners reported no remaining LyondellBasell Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,247 LyondellBasell Industries shares in Q2 2026, an estimated $100K.
  • Root Financial Partners first reported a position in LyondellBasell Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's LyondellBasell Industries position peaked at $100K in Q1 2026.
  • 883 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.