Roxbury Financial’s LyondellBasell Industries LYB Stock Holding History

Roxbury Financial’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	$10.8K	Sell	204 -349	-63%	-$24.1K	0.01%	314
2026 Q1	$44.5K	Sell	553 -833	-60%	-$49.4K	0.04%	197
2025 Q4	$60K	Sell	1,386 -1,696	-55%	-$76.8K	0.05%	165
2025 Q3	$151K	Sell	3,082 -1,097	-26%	-$61.9K	0.14%	107
2025 Q2	$242K	Sell	4,179 -2,500	-37%	-$146K	0.24%	77
2025 Q1	$513K	Sell	6,679 -2	-0%	-$150	0.5%	52
2024 Q4	$557K	Buy	+6,681	New	+$562K	0.54%	50

Other funds holding LYB

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

ONSWM

Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Roxbury Financial's LYB Position: Q2 2026 in Review

Roxbury Financial reduced its LyondellBasell Industries (LYB) stake by 63% in Q2 2026, selling an estimated $24.1K and leaving 204 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #314.

Roxbury Financial first reported a position in LYB in Q4 2024 and has held it in 7 quarters since. The position peaked at $557K in Q4 2024. 209 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Roxbury Financial held 204 shares of LyondellBasell Industries worth $10.8K as of Q2 2026.
Roxbury Financial sold 349 LyondellBasell Industries shares in Q2 2026, an estimated $24.1K.
LyondellBasell Industries made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #314 holding.
Roxbury Financial first reported a position in LyondellBasell Industries in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's LyondellBasell Industries position peaked at $557K in Q4 2024.
209 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.