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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
Q2 		$49.5K Buy
939
+21
+2% +$1.45K ﹤0.01% 550
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's LYB Position: Q2 2026 in Review

SHP Wealth Management increased its LyondellBasell Industries (LYB) stake by 2.3% in Q2 2026, buying an estimated $1.45K and bringing the position to 939 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

SHP Wealth Management first reported a position in LYB in Q4 2025 and has held it in 3 quarters since. The position peaked at $74K in Q1 2026. 885 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

  • SHP Wealth Management held 939 shares of LyondellBasell Industries worth $49.5K as of Q2 2026.
  • SHP Wealth Management bought 21 LyondellBasell Industries shares in Q2 2026, an estimated $1.45K.
  • LyondellBasell Industries made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #550 holding.
  • SHP Wealth Management first reported a position in LyondellBasell Industries in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's LyondellBasell Industries position peaked at $74K in Q1 2026.
  • 885 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.