SPWM
LYB icon

Schrum Private Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Schrum Private Wealth Management’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
2024
Q4 		– Sell
-3,236
Closed -$310K – 153
2024
Q3 		$310K Buy
+3,236
New +$310K 0.16% 128

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Schrum Private Wealth Management's LYB Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 3,236 shares — an estimated $310K sold.

Schrum Private Wealth Management first reported a position in LYB in Q3 2024 and held it in 1 quarter. The position peaked at $310K in Q3 2024. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 3,236 LyondellBasell Industries shares in Q4 2024, an estimated $310K.
  • Schrum Private Wealth Management first reported a position in LyondellBasell Industries in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's LyondellBasell Industries position peaked at $310K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.