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LYB LyondellBasell Industries NV

Materials, filed as LyondellBasell Industries NV (SHS - A -), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 3 Owners
  • Max 2.9%
  • $470M
  • 1 add 2 exits 1 small

In 2026 Q2 Christopher Davis added to LyondellBasell Industries, while Dodge & Cox and Stanley Druckenmiller sold out.

Who owns this now

Largest portfolio weights among holders, up to 2.9% (Muhlenkamp & Co.). Not free-float ownership.

  1. Muhlenkamp & Co. Add 2.9%
  2. Christopher Davis Add 2.0%
  3. Bill Miller 0.47%

Who owns LYB

Sorted by value, long equity only, as of 2026 Q2.

History
Christopher Davis, Davis Selected Advisers 2.0% Add +55.4% 8,698,852 $458M History
Muhlenkamp & Co. 2.9% Small add +0.4% 187,920 $9.9M History
Bill Miller, Miller Value Partners 0.47% Hold 38,000 $2M History
Dodge & Cox exited 2026 Q2 Last 2026 Q1 0.75% Exit −0.75% 16,839,152 $1.4B History
Stanley Druckenmiller, Duquesne Family Office exited 2026 Q2 Last 2026 Q1 0.31% Exit −0.31% 131,435 $11M History

3 current, 2 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LYB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LYB insider trades
  • $247K bought by 1 insider
  • $27M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Jeffrey A Kaplan EVP, Chief PC, Leg & Corp Ofc
    Sale
    $742K 10,000 shares at $74.16 9.4% of stake
    Traded May 13 Filed May 15
    ↗
  2. Ai Investments Holdings LLC 10% owner, +4 joint filers
    Sale
    $26.3M 385,390 shares at $68.13
    Traded Mar 9 Filed Mar 11
    ↗
  3. Kimberly A Foley EVP, Global O&P and Refining
    Buy
    $247K 5,661 shares at $43.56 +9.1% to stake
    Traded Nov 12, 2025 Filed Nov 12, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 81 share withholdings for taxes, 53 stock grants, and 1 gift.

Congress

5 members of Congress traded LYB in the last three years: 5 buys and 3 sales. 5 members listed it in 2025 annual reports.

All Congress trades
  1. Julie Johnson D-TX-32Joint Buy $1K–$15K Sep 23, 2025 filed Aug 5
  2. Julie Johnson D-TX-32Joint Sell $1K–$15K Sep 23, 2025 filed Aug 5
  3. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 9 filed Feb 13
  5. Julie Johnson D-TX-32Joint Sell $1K–$15K Sep 25, 2025 filed Oct 7, 2025
  6. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Jun 24, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 13 shown.

Filed Form Detail Links
8-K 2.02,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02,5.07,8.01,9.01 Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A DEFINITIVE PROXY STATEMENT Filing Doc
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Filing Doc
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated about 2 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $41.11B $40.3B $30.15B
Gross profit * $5.26B $4.56B $2.58B
Gross margin * 12.8% 11.3% 8.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $13.15B $12.27B $10.87B
Total non-current assets * $23.85B $23.48B $23.14B
Total assets $37B $35.75B $34B
Total current liabilities $7.15B $6.7B $6.13B
Total equity $12.93B $12.46B $10.08B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.94B $3.82B $2.26B
Cash from investing -$1.78B -$1.85B -$1.78B
Cash from financing -$1.95B -$1.9B -$0.507B
Net change in cash $1.25B -$0.017B $0.061B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.