SageView Advisory Group’s LyondellBasell Industries LYB Stock Holding History

SageView Advisory Group’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	–	Sell	-991	Closed	-$42.9K	–	1659
2025 Q4	$42.9K	Buy	+991	New	+$44.9K	﹤0.01%	1141
2025 Q2	–	Sell	-4,554	Closed	-$321K	–	632
2025 Q1	$321K	Sell	4,554 -243	-5%	-$18.3K	0.01%	455
2024 Q4	$356K	Sell	4,797 -1,159	-19%	-$97.5K	0.02%	403
2024 Q3	$571K	Sell	5,956 -486	-8%	-$46.6K	0.03%	278
2024 Q2	$616K	Buy	+6,442	New	+$639K	0.03%	302
2024 Q1	–	Sell	-9,067	Closed	-$867K	–	659
2023 Q4	$867K	Buy	9,067 +714	+9%	+$66.8K	0.04%	281
2023 Q3	$791K	Sell	8,353 -1,396	-14%	-$134K	0.05%	245
2023 Q2	$895K	Buy	9,749 +1,276	+15%	+$117K	0.05%	242
2023 Q1	$796K	Buy	+8,473	New	+$788K	0.05%	241

Other funds holding LYB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's LYB Position: Q1 2026 in Review

SageView Advisory Group sold out of LyondellBasell Industries (LYB) in Q1 2026, closing a stake of 991 shares — an estimated $42.9K sold.

SageView Advisory Group first reported a position in LYB in Q1 2023 and held it in 9 quarters. The position peaked at $895K in Q2 2023. 930 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

SageView Advisory Group reported no remaining LyondellBasell Industries position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 991 LyondellBasell Industries shares in Q1 2026, an estimated $42.9K.
SageView Advisory Group first reported a position in LyondellBasell Industries in Q1 2023 and held it in 9 quarters.
SageView Advisory Group's LyondellBasell Industries position peaked at $895K in Q2 2023.
930 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.