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Walled Lake Planning & Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Walled Lake Planning & 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
2025
Q3 		– Sell
-40,834
Closed -$2.36M – 148
2025
Q2 		$2.36M Buy
40,834
+300
+0.7% +$17.5K 0.77% 37
2025
Q1 		$2.85M Sell
40,534
-370
-0.9% -$27.8K 1.01% 34
2024
Q4 		$3.04M Buy
+40,904
New +$3.44M 1.13% 30
2020
Q2 		– Sell
-59
Closed -$3K – 362
2020
Q1 		$3K Hold
59
– – ﹤0.01% 261
2019
Q4 		$6K Buy
+59
New +$5.41K ﹤0.01% 227

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return