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Summit Wealth Group (Colorado)’s LyondellBasell Industries LYB Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-2,684
Closed -$389K – 468
2025
Q3 		$389K Buy
+2,684
New +$151K 0.04% 304

Other funds holding LYB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LYB Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of LyondellBasell Industries (LYB) in Q4 2025, closing a stake of 2,684 shares — an estimated $389K sold.

Summit Wealth Group (Colorado) first reported a position in LYB in Q3 2025 and held it in 1 quarter. The position peaked at $389K in Q3 2025. 798 funds tracked by Wall St. Rank hold LYB as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining LyondellBasell Industries position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,684 LyondellBasell Industries shares in Q4 2025, an estimated $389K.
  • Summit Wealth Group (Colorado) first reported a position in LyondellBasell Industries in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s LyondellBasell Industries position peaked at $389K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.