Symphony Financial’s LyondellBasell Industries LYB Stock Holding History

Symphony 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	$785K	Buy	14,676 +1,091	+8%	+$75.3K	0.09%	151
2026 Q1	$1.12M	Sell	13,585 -4,162	-23%	-$247K	0.15%	110
2025 Q4	$774K	Sell	17,747 -31,179	-64%	-$1.41M	0.1%	123
2025 Q3	$2.38M	Buy	+48,926	New	+$2.76M	0.29%	72
2025 Q1	–	Sell	-3,000	Closed	-$233K	–	164
2024 Q4	$233K	Sell	3,000 -2,855	-49%	-$240K	0.04%	204
2024 Q3	$565K	Sell	5,855 -22	-0.4%	-$2.11K	0.09%	137
2024 Q2	$563K	Buy	5,877 +46	+0.8%	+$4.56K	0.1%	130
2024 Q1	$596K	Buy	5,831 +41	+0.7%	+$3.99K	0.14%	110
2023 Q4	$544K	Buy	5,790 +1,587	+38%	+$148K	0.12%	131
2023 Q3	$393K	Buy	4,203 +569	+16%	+$54.7K	0.1%	113
2023 Q2	$329K	Buy	3,634 +36	+1%	+$3.29K	0.08%	145
2023 Q1	$334K	Buy	3,598 +572	+19%	+$53.2K	0.09%	169
2022 Q4	$260K	Buy	+3,026	New	+$248K	0.07%	175

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 $3.38T AUM 44.17% 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

Symphony Financial's LYB Position: Q2 2026 in Review

Symphony Financial increased its LyondellBasell Industries (LYB) stake by 8% in Q2 2026, buying an estimated $75.3K and bringing the position to 14,676 shares worth $785K. The position accounts for 0.09% of the portfolio, ranked #151.

Symphony Financial first reported a position in LYB in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.38M in Q3 2025. 885 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Symphony Financial held 14,676 shares of LyondellBasell Industries worth $785K as of Q2 2026.
Symphony Financial bought 1,091 LyondellBasell Industries shares in Q2 2026, an estimated $75.3K.
LyondellBasell Industries made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #151 holding.
Symphony Financial first reported a position in LyondellBasell Industries in Q4 2022 and has held it in 13 quarters since.
Symphony Financial's LyondellBasell Industries position peaked at $2.38M in Q3 2025.
885 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.