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WR Wealth Planners’s LyondellBasell Industries LYB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$87.3K Buy
1,175
+854
+266% +$71.8K 0.03% 251
2024
Q3 		$30.8K Buy
321
+138
+75% +$13.2K 0.01% 415
2024
Q2 		$17.5K Buy
183
+43
+31% +$4.27K 0.01% 467
2024
Q1 		$14.3K Buy
+140
New +$13.6K ﹤0.01% 516
2023
Q4 		– Sell
-62
Closed -$5.83K – 576
2023
Q3 		$5.83K Sell
62
-61
-50% -$5.86K ﹤0.01% 658
2023
Q2 		$11.3K Sell
123
-20
-14% -$1.83K ﹤0.01% 528
2023
Q1 		$13.5K Buy
143
+46
+47% +$4.28K 0.01% 486
2022
Q4 		$8.07K Buy
97
+1
+1% +$82 0.01% 288
2022
Q3 		$7.22K Buy
96
+1
+1% +$84 0.01% 286
2022
Q2 		$8.29K Buy
95
+5
+6% +$521 0.01% 301
2022
Q1 		$9.22K Buy
+90
New +$8.97K 0.01% 308

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

WR Wealth Planners's LYB Position: Q4 2024 in Review

WR Wealth Planners increased its LyondellBasell Industries (LYB) stake by 266% in Q4 2024, buying an estimated $71.8K and bringing the position to 1,175 shares worth $87.3K. The position accounts for 0.03% of the portfolio, ranked #251.

WR Wealth Planners first reported a position in LYB in Q1 2022 and has held it in 11 quarters since. 971 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • WR Wealth Planners held 1,175 shares of LyondellBasell Industries worth $87.3K as of Q4 2024.
  • WR Wealth Planners bought 854 LyondellBasell Industries shares in Q4 2024, an estimated $71.8K.
  • LyondellBasell Industries made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #251 holding.
  • WR Wealth Planners first reported a position in LyondellBasell Industries in Q1 2022 and has held it in 11 quarters since.
  • 971 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.