Venturi Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Venturi Wealth Management’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	–	Sell	-8,500	Closed	-$685K	–	664
2026 Q1	$685K	Buy	+8,500	New	+$504K	0.03%	273
2025 Q1	–	Sell	-275	Closed	-$20.4K	–	1310
2024 Q4	$20.4K	Sell	275 -126	-31%	-$10.6K	﹤0.01%	1258
2024 Q3	$38.5K	Sell	401 -1,302	-76%	-$125K	﹤0.01%	840
2024 Q2	$163K	Sell	1,703 -919	-35%	-$91.2K	0.01%	436
2024 Q1	$268K	Buy	2,622 +2,321	+771%	+$226K	0.02%	322
2023 Q4	$28.6K	Buy	301 +242	+410%	+$22.6K	﹤0.01%	610
2023 Q3	$5.59K	Buy	59 +52	+743%	+$5K	﹤0.01%	948
2023 Q2	$643	Buy	+7	New	+$640	﹤0.01%	1057
2018 Q3	–	Sell	-6,500	Closed	-$737K	–	169
2018 Q2	$737K	Buy	+6,500	New	+$714K	0.14%	118
2016 Q3	–	Sell	-8,387	Closed	-$624K	–	143
2016 Q2	$624K	Sell	8,387 -31	-0.4%	-$2.56K	0.21%	89
2016 Q1	$720K	Buy	8,418 +494	+6%	+$39.6K	0.27%	86
2015 Q4	$689K	Buy	+7,924	New	+$729K	0.31%	80

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 $3.37T AUM 44.26% 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

Venturi Wealth Management's LYB Position: Q2 2026 in Review

Venturi Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2026, closing a stake of 8,500 shares — an estimated $685K sold.

Venturi Wealth Management first reported a position in LYB in Q4 2015 and held it in 12 quarters. The position peaked at $737K in Q2 2018. 875 funds tracked by Wall St. Rank hold LYB as of Q2 2026.

Venturi Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2026 after selling out during the quarter.
Venturi Wealth Management sold 8,500 LyondellBasell Industries shares in Q2 2026, an estimated $685K.
Venturi Wealth Management first reported a position in LyondellBasell Industries in Q4 2015 and held it in 12 quarters.
Venturi Wealth Management's LyondellBasell Industries position peaked at $737K in Q2 2018.
875 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.