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SHP Wealth Management’s LyondellBasell Industries LYB Stock Holding History

SHP 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
2026
Q1 		$74K Buy
918
+26
+3% +$1.54K 0.01% 428
2025
Q4 		$38.6K Buy
+892
New +$40.4K ﹤0.01% 536

Other funds holding LYB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's LYB Position: Q1 2026 in Review

SHP Wealth Management increased its LyondellBasell Industries (LYB) stake by 2.9% in Q1 2026, buying an estimated $1.54K and bringing the position to 918 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #428.

SHP Wealth Management first reported a position in LYB in Q4 2025 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

  • SHP Wealth Management held 918 shares of LyondellBasell Industries worth $74K as of Q1 2026.
  • SHP Wealth Management bought 26 LyondellBasell Industries shares in Q1 2026, an estimated $1.54K.
  • LyondellBasell Industries made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #428 holding.
  • SHP Wealth Management first reported a position in LyondellBasell Industries in Q4 2025 and has held it in 2 quarters since.
  • 927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.