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Sutton Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Sutton Wealth 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
2023
Q3 		$10K Buy
106
+21
+25% +$2.02K ﹤0.01% 466
2023
Q2 		$7.81K Hold
85
– – ﹤0.01% 498
2023
Q1 		$7.98K Sell
85
-6
-7% -$558 ﹤0.01% 462
2022
Q4 		$7.56K Sell
91
-16
-15% -$1.31K ﹤0.01% 1026
2022
Q3 		$8.05K Sell
107
-13
-11% -$1.1K ﹤0.01% 957
2022
Q2 		$10.5K Buy
120
+15
+14% +$1.56K ﹤0.01% 889
2022
Q1 		$10.8K Buy
105
+7
+7% +$698 ﹤0.01% 911
2021
Q4 		$9.04K Sell
98
-4
-4% -$371 ﹤0.01% 965
2021
Q3 		$9.57K Buy
102
+2
+2% +$196 ﹤0.01% 925
2021
Q2 		$10.3K Hold
100
– – ﹤0.01% 907
2021
Q1 		$10.4K Buy
100
+2
+2% +$198 ﹤0.01% 872
2020
Q4 		$8.98K Buy
98
+20
+26% +$1.63K ﹤0.01% 841
2020
Q3 		$5.5K Hold
78
– – ﹤0.01% 900
2020
Q2 		$5.13K Sell
78
-37
-32% -$2.2K ﹤0.01% 877
2020
Q1 		$5.71K Buy
115
+30
+35% +$2.21K ﹤0.01% 789
2019
Q4 		$8.03K Hold
85
– – ﹤0.01% 867
2019
Q3 		$7.61K Sell
85
-6
-7% -$489 ﹤0.01% 864
2019
Q2 		$7.84K Sell
91
-11
-11% -$939 ﹤0.01% 834
2019
Q1 		$8.58K Buy
102
+12
+13% +$1.04K 0.01% 825
2018
Q4 		$7.48K Hold
90
– – ﹤0.01% 806
2018
Q3 		$9.23K Hold
90
– – 0.01% 804
2018
Q2 		$9.89K Hold
90
– – 0.01% 830
2018
Q1 		$9.51K Hold
90
– – 0.01% 822
2017
Q4 		$9.93K Hold
90
– – 0.01% 782
2017
Q3 		$8.91K Hold
90
– – 0.01% 787
2017
Q2 		$7.59K Buy
90
+6
+7% +$498 0.01% 809
2017
Q1 		$7.66K Hold
84
– – 0.01% 777
2016
Q4 		$7.21K Hold
84
– – 0.01% 769
2016
Q3 		$6.78K Buy
84
+7
+9% +$541 0.01% 766
2016
Q2 		$5.73K Hold
77
– – 0.01% 755
2016
Q1 		$6.59K Buy
+77
New +$6.18K 0.01% 686

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's LYB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its LyondellBasell Industries (LYB) stake by 25% in Q3 2023, buying an estimated $2.02K and bringing the position to 106 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Sutton Wealth Advisors first reported a position in LYB in Q1 2016 and has held it in 31 quarters since. The position peaked at $10.8K in Q1 2022. 937 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Sutton Wealth Advisors held 106 shares of LyondellBasell Industries worth $10K as of Q3 2023.
  • Sutton Wealth Advisors bought 21 LyondellBasell Industries shares in Q3 2023, an estimated $2.02K.
  • LyondellBasell Industries made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #466 holding.
  • Sutton Wealth Advisors first reported a position in LyondellBasell Industries in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's LyondellBasell Industries position peaked at $10.8K in Q1 2022.
  • 937 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.