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Summit Financial’s LyondellBasell Industries LYB Stock Holding History

Summit 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 		$953K Sell
18,093
-231
-1% -$15.9K 0.01% 854
2026
Q1 		$1.48M Buy
18,324
+2,886
+19% +$171K 0.02% 655
2025
Q4 		$668K Sell
15,438
-3,122
-17% -$141K 0.01% 796
2025
Q3 		$910K Sell
18,560
-1,684
-8% -$95K 0.01% 682
2025
Q2 		$1.17M Buy
20,244
+5,196
+35% +$303K 0.03% 388
2025
Q1 		$1.06M Buy
15,048
+2,420
+19% +$182K 0.03% 364
2024
Q4 		$938K Buy
+12,628
New +$1.06M 0.03% 327

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 $3.37T AUM 44.26% 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

Summit Financial's LYB Position: Q2 2026 in Review

Summit Financial reduced its LyondellBasell Industries (LYB) stake by 1.3% in Q2 2026, selling an estimated $15.9K and leaving 18,093 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #854.

Summit Financial first reported a position in LYB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2026. 877 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

  • Summit Financial held 18,093 shares of LyondellBasell Industries worth $953K as of Q2 2026.
  • Summit Financial sold 231 LyondellBasell Industries shares in Q2 2026, an estimated $15.9K.
  • LyondellBasell Industries made up 0.01% of Summit Financial's portfolio in Q2 2026, its #854 holding.
  • Summit Financial first reported a position in LyondellBasell Industries in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's LyondellBasell Industries position peaked at $1.48M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.