Summit Trail Advisors’s LyondellBasell Industries LYB Stock Holding History

Summit Trail Advisors’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	$1.62M	Buy	30,832 +13,995	+83%	+$966K	0.02%	739
2026 Q1	$1.36M	Sell	16,837 -5,044	-23%	-$299K	0.02%	782
2025 Q4	$947K	Sell	21,881 -302	-1%	-$13.7K	0.02%	841
2025 Q3	$1.09M	Buy	+22,183	New	+$1.25M	0.02%	786
2024 Q4	–	Sell	-4,097	Closed	-$393K	–	609
2024 Q3	$393K	Sell	4,097 -1,654	-29%	-$159K	0.01%	462
2024 Q2	$550K	Buy	5,751 +308	+6%	+$30.6K	0.01%	353
2024 Q1	$557K	Buy	5,443 +970	+22%	+$94.4K	0.01%	315
2023 Q4	$425K	Buy	4,473 +568	+15%	+$53.1K	0.01%	313
2023 Q3	$370K	Buy	3,905 +721	+23%	+$69.3K	0.01%	333
2023 Q2	$292K	Buy	+3,184	New	+$291K	0.01%	381
2019 Q1	–	Sell	-3,907	Closed	-$325K	–	118
2018 Q4	$325K	Sell	3,907 -2,514	-39%	-$230K	0.11%	75
2018 Q3	$658K	Buy	6,421 +511	+9%	+$55.9K	0.15%	84
2018 Q2	$649K	Buy	+5,910	New	+$649K	0.23%	54
2018 Q1	–	Sell	-1,158	Closed	-$136K	–	1153
2017 Q4	$136K	Buy	+1,158	New	+$120K	0.02%	540

Other funds holding LYB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's LYB Position: Q2 2026 in Review

Summit Trail Advisors increased its LyondellBasell Industries (LYB) stake by 83% in Q2 2026, buying an estimated $966K and bringing the position to 30,832 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #739.

Summit Trail Advisors first reported a position in LYB in Q4 2017 and has held it in 14 quarters since. 877 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Summit Trail Advisors held 30,832 shares of LyondellBasell Industries worth $1.62M as of Q2 2026.
Summit Trail Advisors bought 13,995 LyondellBasell Industries shares in Q2 2026, an estimated $966K.
LyondellBasell Industries made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #739 holding.
Summit Trail Advisors first reported a position in LyondellBasell Industries in Q4 2017 and has held it in 14 quarters since.
877 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.