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Trajan Wealth’s LyondellBasell Industries LYB Stock Holding History

Trajan Wealth’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
Q1 		– Sell
-54,409
Closed -$4.04M – 173
2024
Q4 		$4.04M Buy
54,409
+8,884
+20% +$747K 0.22% 95
2024
Q3 		$4.37M Buy
45,525
+5,077
+13% +$487K 0.26% 86
2024
Q2 		$3.87M Sell
40,448
-168
-0.4% -$16.7K 0.25% 87
2024
Q1 		$4.15M Buy
+40,616
New +$3.95M 0.28% 84

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Trajan Wealth's LYB Position: Q1 2025 in Review

Trajan Wealth sold out of LyondellBasell Industries (LYB) in Q1 2025, closing a stake of 54,409 shares — an estimated $4.04M sold.

Trajan Wealth first reported a position in LYB in Q1 2024 and held it in 4 quarters. The position peaked at $4.37M in Q3 2024. 958 funds tracked by Wall St. Rank hold LYB as of Q1 2025.

  • Trajan Wealth reported no remaining LyondellBasell Industries position as of Q1 2025 after selling out during the quarter.
  • Trajan Wealth sold 54,409 LyondellBasell Industries shares in Q1 2025, an estimated $4.04M.
  • Trajan Wealth first reported a position in LyondellBasell Industries in Q1 2024 and held it in 4 quarters.
  • Trajan Wealth's LyondellBasell Industries position peaked at $4.37M in Q3 2024.
  • 958 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.