Whittier Trust CO Incresed Positions in Q1 2025

Whittier Trust CO

  • $7.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
229K
+ 1122.64%
$88.6 - $105.85 $20.3M - $24.3M
250K $26.2M
LLY
Eli Lilly & CO

Healthcare
23.2K
+ 24.78%
$725.72 - $929.72 $16.8M - $21.6M
117K $96.4M
SCHW
Schwab Charles Corp

Financial Services
168K
+ 83.42%
$71.24 - $83.64 $12M - $14M
369K $28.9M
COF
Capital One Financial Corp

Financial Services
77.9K
+ 2047.91%
$163.87 - $209.82 $12.8M - $16.3M
81.7K $14.6M
PM
Philip Morris International Inc.

Consumer Defensive
2.21K
+ 0.65%
$117.15 - $158.79 $259K - $351K
340K $54M
META
Meta Platforms, Inc.

Communication Services
23.8K
+ 12.47%
$576.36 - $736.67 $13.7M - $17.5M
215K $124M
CVX
Chevron Corp

Energy
5.66K
+ 1.5%
$146.71 - $167.97 $830K - $950K
384K $64.2M
REXR
Rexford Industrial Realty, Inc.

Real Estate
235K
+ 1460.4%
$37.17 - $41.44 $8.74M - $9.74M
251K $9.83M
RTX
Raytheon Technologies Corp

Industrials
1.02K
+ 0.26%
$114.1 - $135.66 $116K - $138K
389K $51.5M
ELV
Elevance Health, Inc.

Healthcare
1.69K
+ 1.99%
$365.9 - $436.25 $617K - $736K
86.6K $37.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
304
+ 1.45%
$1187.71 - $1432.58 $361K - $436K
21.2K $30.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.29K
+ 0.82%
$208.48 - $244.03 $270K - $316K
158K $38.7M
SUI
Sun Communities Inc

Real Estate
29.2K
+ 13.5%
$120.53 - $136.43 $3.52M - $3.98M
245K $31.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
43.3K
+ 26.91%
$168.84 - $202.89 $7.31M - $8.79M
204K $35.9M
JPM
Jpmorgan Chase & CO

Financial Services
4.41K
+ 0.72%
$225.19 - $279.95 $992K - $1.23M
614K $151M
IEFA
Ishares Tr

ETFs
25.7K
+ 6.54%
$69.57 - $78.65 $1.79M - $2.02M
418K $31.6M
ARIS
Aris Water Solutions, Inc.

Utilities
14.6K
+ 4.18%
$23.34 - $33.33 $341K - $487K
364K $11.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.03K
+ 0.84%
$56.12 - $68.15 $170K - $206K
364K $24.7M
EQT
Eqt Corp

Energy
6.76K
+ 2.34%
$46.16 - $54.25 $312K - $367K
295K $15.8M
ECL
Ecolab Inc.

Basic Materials
3.21K
+ 4.5%
$229.72 - $269.82 $736K - $865K
74.4K $18.9M
XOM
Exxon Mobil Corp

Energy
2.16K
+ 1.42%
$105.44 - $118.93 $227K - $256K
154K $18.3M
VLO
Valero Energy Corp

Energy
2
+ 0.0%
$121.76 - $142.99 $244 - $286
187K $24.7M
AEP
American Electric Power CO Inc

Utilities
1.37K
+ 1.63%
$90.32 - $109.27 $124K - $150K
85.3K $9.32M
MCK
Mckesson Corp

Healthcare
65
+ 0.44%
$566.21 - $672.99 $36.8K - $43.7K
14.9K $10M
DG
Dollar General Corp

Consumer Defensive
3.73K
+ 3.7%
$68.44 - $87.93 $255K - $328K
104K $9.18M
TDY
Teledyne Technologies Inc

Technology
637
+ 1.91%
$455.51 - $518.84 $290K - $331K
34K $16.9M
GWRE
Guidewire Software, Inc.

Technology
1.32K
+ 2.23%
$166.74 - $218.22 $221K - $289K
60.7K $11.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
595
+ 2.14%
$378.71 - $442.54 $225K - $263K
28.3K $12.3M
LNG
Cheniere Energy, Inc.

Energy
1.01K
+ 1.67%
$209.32 - $253.66 $211K - $256K
61.3K $14.2M
IVV
Ishares Core S&P 500 ETF

ETFs
20.9K
+ 5.27%
$554.06 - $615.85 $11.6M - $12.9M
418K $235M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.16K
+ 1.94%
$96.27 - $116.36 $208K - $251K
113K $13.2M
SHW
Sherwin Williams CO

Basic Materials
1.58K
+ 3.56%
$330.16 - $365.55 $521K - $577K
45.9K $16M
ONON
On Holding Ag

Consumer Cyclical
26.3K
+ 134.73%
$43.92 - $63.62 $1.15M - $1.67M
45.8K $2.01M
TJX
Tjx Companies Inc

Consumer Cyclical
2.98K
+ 0.52%
$112.81 - $126.16 $337K - $376K
575K $70M
NSC
Norfolk Southern Corp

Industrials
2.12K
+ 1.2%
$227.69 - $259.76 $482K - $549K
179K $42.4M
NVS
Novartis Ag

Healthcare
511
+ 0.97%
$97.14 - $115.57 $49.6K - $59.1K
53.2K $5.93M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
17.7K
+ 12.5%
$9.49 - $14.83 $168K - $262K
159K $2.17M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.28K
+ 2.1%
$51.39 - $57.43 $168K - $188K
159K $8.83M
OTTR
Otter Tail Corp

Utilities
1.66K
+ 1.96%
$72.43 - $83.38 $120K - $138K
86.4K $6.94M
SPGI
S&P Global Inc.

Financial Services
97
+ 0.15%
$478.26 - $543.77 $46.4K - $52.7K
63.1K $32.1M
MELI
Mercadolibre Inc

Consumer Cyclical
117
+ 7.28%
$1739.0 - $2260.0 $203K - $264K
1.72K $3.36M
CRWD
Crowd Strike Holdings, Inc.

Technology
868
+ 3.55%
$308.86 - $455.36 $268K - $395K
25.3K $8.93M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
18.8K
+ 12.1%
$11.66 - $14.98 $219K - $281K
174K $2.37M
RELX
Relx PLC

Communication Services
7.21K
+ 20.1%
$45.34 - $51.91 $327K - $374K
43.1K $2.17M
SPOT
Spotify Technology S.A.

Communication Services
370
+ 11.73%
$457.79 - $648.32 $169K - $240K
3.52K $1.94M
EEM
Ishares Msci Emerging Markets

ETFs
6.34K
+ 6.08%
$40.81 - $45.34 $259K - $287K
111K $4.83M
SHEL
Shell PLC

Energy
2.04K
+ 7.08%
$62.84 - $73.29 $128K - $150K
30.9K $2.26M
SAP
Sap Se

Technology
865
+ 9.67%
$241.4 - $293.69 $209K - $254K
9.81K $2.63M
AZN
Astrazeneca PLC

Healthcare
2.23K
+ 7.21%
$65.37 - $77.96 $146K - $174K
33.1K $2.44M
Activity Summary
Buys All Purchases 338 New Holdings 33 Increased Positions 305 Sells All Sells 430 Reductions 430 Sold out 0 Options Calls 0 Puts 0
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