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Valeo Financial Advisors’s LyondellBasell Industries LYB Stock Holding History

Valeo Financial 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
2025
Q3 		– Sell
-4,834
Closed -$280K – 865
2025
Q2 		$280K Buy
4,834
+1,415
+41% +$82.5K 0.01% 602
2025
Q1 		$241K Sell
3,419
-568
-14% -$42.7K 0.01% 590
2024
Q4 		$296K Sell
3,987
-1,952
-33% -$164K 0.01% 542
2024
Q3 		$570K Buy
5,939
+316
+6% +$30.3K 0.02% 384
2024
Q2 		$538K Buy
5,623
+50
+0.9% +$4.96K 0.02% 369
2024
Q1 		$561K Sell
5,573
-123
-2% -$12K 0.02% 341
2023
Q4 		$542K Sell
5,696
-5
-0.1% -$468 0.02% 338
2023
Q3 		$540K Buy
5,701
+365
+7% +$35.1K 0.02% 316
2023
Q2 		$490K Buy
5,336
+15
+0.3% +$1.37K 0.02% 325
2023
Q1 		$500K Buy
5,321
+882
+20% +$82K 0.02% 340
2022
Q4 		$369K Buy
4,439
+831
+23% +$68.1K 0.02% 335
2022
Q3 		$272K Buy
3,608
+63
+2% +$5.32K 0.02% 377
2022
Q2 		$310K Sell
3,545
-94
-3% -$9.79K 0.02% 333
2022
Q1 		$374K Buy
3,639
+1,319
+57% +$131K 0.02% 395
2021
Q4 		$214K Buy
2,320
+13
+0.6% +$1.21K 0.01% 502
2021
Q3 		$217K Buy
2,307
+184
+9% +$18.1K 0.01% 478
2021
Q2 		$218K Sell
2,123
-15
-0.7% -$1.62K 0.01% 428
2021
Q1 		$222K Buy
+2,138
New +$212K 0.01% 418
2020
Q3 		– Sell
-270
Closed -$18K – 1912
2020
Q2 		$18K Buy
270
+75
+38% +$4.46K ﹤0.01% 1098
2020
Q1 		$11K Sell
195
-401
-67% -$29.5K ﹤0.01% 1062
2019
Q4 		$56K Buy
596
+580
+3,625% +$53.2K 0.01% 607
2019
Q3 		$1K Hold
16
– – ﹤0.01% 1461
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1476
2019
Q1 		$1K Hold
16
– – ﹤0.01% 1460
2018
Q4 		$1K Sell
16
-88
-85% -$8.05K ﹤0.01% 1391
2018
Q3 		$9K Sell
104
-61
-37% -$6.67K ﹤0.01% 999
2018
Q2 		$19K Buy
165
+22
+15% +$2.42K ﹤0.01% 783
2018
Q1 		$15K Buy
143
+3
+2% +$335 ﹤0.01% 815
2017
Q4 		$15K Buy
+140
New +$14.5K ﹤0.01% 735

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Valeo Financial Advisors's LYB Position: Q3 2025 in Review

Valeo Financial Advisors sold out of LyondellBasell Industries (LYB) in Q3 2025, closing a stake of 4,834 shares — an estimated $280K sold.

Valeo Financial Advisors first reported a position in LYB in Q4 2017 and held it in 29 quarters. The position peaked at $570K in Q3 2024. 815 funds tracked by Wall St. Rank hold LYB as of Q3 2025.

  • Valeo Financial Advisors reported no remaining LyondellBasell Industries position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,834 LyondellBasell Industries shares in Q3 2025, an estimated $280K.
  • Valeo Financial Advisors first reported a position in LyondellBasell Industries in Q4 2017 and held it in 29 quarters.
  • Valeo Financial Advisors's LyondellBasell Industries position peaked at $570K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.