Summit Street Capital Management’s LyondellBasell Industries LYB Stock Holding History

Summit Street Capital 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	$33.8M	Sell	419,514 -185,848	-31%	-$11M	4.78%	3
2025 Q4	$26.2M	Buy	605,362 +214,521	+55%	+$9.72M	4.12%	8
2025 Q3	$19.2M	Buy	390,841 +74,429	+24%	+$4.2M	2.63%	24
2025 Q2	$18.3M	Buy	316,412 +7,192	+2%	+$419K	3.02%	19
2025 Q1	$21.8M	Buy	309,220 +90,932	+42%	+$6.84M	3.62%	13
2024 Q4	$16.2M	Buy	218,288 +130,115	+148%	+$10.9M	2.54%	24
2024 Q3	$8.46M	Buy	88,173 +7,171	+9%	+$687K	3.02%	19
2024 Q2	$7.75M	Buy	81,002 +9,974	+14%	+$990K	2.83%	23
2024 Q1	$7.26M	Hold	71,028	–	–	2.79%	19
2023 Q4	$6.75M	Hold	71,028	–	–	2.86%	18
2023 Q3	$6.73M	Hold	71,028	–	–	3%	17
2023 Q2	$6.52M	Hold	71,028	–	–	3.07%	14
2023 Q1	$6.67M	Buy	71,028 +9,627	+16%	+$895K	3.54%	6
2022 Q4	$5.1M	Buy	61,401 +1,825	+3%	+$150K	3.22%	11
2022 Q3	$4.49M	Hold	59,576	–	–	3.11%	13
2022 Q2	$5.21M	Hold	59,576	–	–	3.42%	10
2022 Q1	$6.13M	Hold	59,576	–	–	3.7%	8
2021 Q4	$5.5M	Buy	59,576 +7,597	+15%	+$705K	3.43%	11
2021 Q3	$4.88M	Hold	51,979	–	–	3.24%	13
2021 Q2	$5.35M	Hold	51,979	–	–	3.43%	9
2021 Q1	$5.41M	Sell	51,979 -8,000	-13%	-$794K	3.51%	9
2020 Q4	$5.5M	Hold	59,979	–	–	4.11%	4
2020 Q3	$4.23M	Hold	59,979	–	–	3.74%	3
2020 Q2	$3.94M	Hold	59,979	–	–	3.3%	8
2020 Q1	$2.98M	Buy	59,979 +19,653	+49%	+$1.45M	3.22%	8
2019 Q4	$3.81M	Sell	40,326 -17,383	-30%	-$1.59M	3.06%	19
2019 Q3	$5.16M	Buy	57,709 +17,383	+43%	+$1.42M	3.62%	8
2019 Q2	$3.47M	Hold	40,326	–	–	3.37%	10
2019 Q1	$3.39M	Buy	40,326 +1,658	+4%	+$143K	3.25%	13
2018 Q4	$3.22M	Buy	38,668 +2,804	+8%	+$257K	3.65%	4
2018 Q3	$3.68M	Hold	35,864	–	–	3.58%	10
2018 Q2	$3.94M	Hold	35,864	–	–	3.82%	3
2018 Q1	$3.79M	Hold	35,864	–	–	3.76%	8
2017 Q4	$3.96M	Hold	35,864	–	–	3.9%	6
2017 Q3	$3.55M	Buy	35,864 +12,730	+55%	+$1.15M	4.06%	7
2017 Q2	$1.95M	Hold	23,134	–	–	2.25%	21
2017 Q1	$2.11M	Sell	23,134 -4,324	-16%	-$395K	2.31%	20
2016 Q4	$2.35M	Hold	27,458	–	–	2.61%	17
2016 Q3	$2.21M	Hold	27,458	–	–	2.38%	24
2016 Q2	$2.04M	Sell	27,458 -11,622	-30%	-$959K	2.28%	27
2016 Q1	$3.34M	Hold	39,080	–	–	3.48%	6
2015 Q4	$3.4M	Hold	39,080	–	–	3.84%	6
2015 Q3	$3.26M	Hold	39,080	–	–	3.87%	3
2015 Q2	$4.05M	Hold	39,080	–	–	3.89%	3
2015 Q1	$3.43M	Buy	39,080 +10,635	+37%	+$894K	3.07%	10
2014 Q4	$2.26M	Buy	+28,445	New	+$2.47M	2.22%	25

Other funds holding LYB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Street Capital Management's LYB Position: Q1 2026 in Review

Summit Street Capital Management reduced its LyondellBasell Industries (LYB) stake by 31% in Q1 2026, selling an estimated $11M and leaving 419,514 shares worth $33.8M. The position accounts for 4.78% of the portfolio, ranked #3.

Summit Street Capital Management first reported a position in LYB in Q4 2014 and has held it in 46 quarters since. 925 funds tracked by Wall St. Rank hold LYB as of Q1 2026.

Summit Street Capital Management held 419,514 shares of LyondellBasell Industries worth $33.8M as of Q1 2026.
Summit Street Capital Management sold 185,848 LyondellBasell Industries shares in Q1 2026, an estimated $11M.
LyondellBasell Industries made up 4.78% of Summit Street Capital Management's portfolio in Q1 2026, its #3 holding.
Summit Street Capital Management first reported a position in LyondellBasell Industries in Q4 2014 and has held it in 46 quarters since.
925 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2026.

Based on Summit Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.