Roxbury Financial LLC LYB β€” LYONDELLBASELL INDUSTRIES N V SHS - A -

Ownership history in Roxbury Financial LLC  Β·  7 quarters on record

AI Ownership Summary

Roxbury Financial LLC reported LYONDELLBASELL INDUSTRIES N V SHS - A - (LYB) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.54% in 2024 Q4. The latest visible filing shows LYB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LYB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roxbury Financial LLC's position in LYONDELLBASELL INDUSTRIES N V SHS - A -, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LYB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LYB stock page Roxbury Financial LLC fund profile Roxbury Financial LLC full holdings
How Roxbury Financial LLC held LYB β€” position size vs. price
% of Fund (quarterly)    LYB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 204 -349 -63.1% 0.01% $11K 2026-07-01 $52.58
2026 Q1 REDUCED 60.1% -32.8% βœ… 553 -833 -60.1% 0.04% $45K 2026-04-17 $65.58
2025 Q4 REDUCED 55.0% +88.3% ❌ 1,386 -1,696 -55.0% 0.05% $60K 2026-01-05 $44.58
2025 Q3 REDUCED 26.3% -8.9% βœ… 3,082 -1,097 -26.3% 0.14% $151K 2025-10-01 $46.02
2025 Q2 REDUCED 37.4% -13.1% βœ… 4,179 -2,500 -37.4% 0.24% $242K 2025-07-07 $56.37
2025 Q1 REDUCED β€” β€” β€” 6,679 -2 -0.0% 0.50% $513K 2025-04-09 $54.19
2024 Q4 INITIATED β€” β€” β€” 6,681 β€” β€” 0.54% $557K 2025-01-30 $67.75

🏒 Other funds also holding LYB

As of 2026 Q2 β€” sorted by position size

EASTERN BANK 3Y 7Y 0.0%

FAQ About Roxbury Financial LLC and LYB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Roxbury Financial LLC reported owning LYB?

Roxbury Financial LLC reported LYB across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported LYB position in Roxbury Financial LLC's portfolio?

The largest reported portfolio weight for LYB was 0.54% in 2024 Q4.

What is the latest reported LYB position on this page?

The most recent filing on this page is 2026 Q2, when Roxbury Financial LLC reported 204 shares, equal to 0.01% of portfolio, with an estimated market value of $11K.

What does the chart on this LYB ownership page compare?

The chart compares Roxbury Financial LLC's quarterly LYB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Roxbury Financial LLC time their LYB position?

Based on 13F filing dates vs. subsequent LYB price moves, Roxbury Financial LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on LYB relative to SPY over the holding period was -28.9%.

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