Whittier Trust’s Southern Copper SCCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $360K | Sell |
2,097
-1
| -0% | -$180 | ﹤0.01% | 533 |
|
|
2026
Q1 | $363K | Buy |
2,098
+175
| +9% | +$31.6K | ﹤0.01% | 486 |
|
|
2025
Q4 | $299K | Sell |
1,923
-1
| -0.1% | -$131 | ﹤0.01% | 530 |
|
|
2025
Q3 | $237K | Buy |
1,924
+1
| +0.1% | +$97 | ﹤0.01% | 557 |
|
|
2025
Q2 | $185K | Sell |
1,923
-2
| -0.1% | -$174 | ﹤0.01% | 675 |
|
|
2025
Q1 | $170K | Sell |
1,925
-1
| -0.1% | -$89 | ﹤0.01% | 680 |
|
|
2024
Q4 | $164K | Sell |
1,926
-2
| -0.1% | -$197 | ﹤0.01% | 699 |
|
|
2024
Q3 | $208K | Sell |
1,928
-5
| -0.3% | -$486 | ﹤0.01% | 671 |
|
|
2024
Q2 | $193K | Buy |
1,933
+154
| +9% | +$16.2K | ﹤0.01% | 654 |
|
|
2024
Q1 | $174K | Hold |
1,779
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $140K | Sell |
1,779
-22
| -1% | -$1.51K | ﹤0.01% | 697 |
|
|
2023
Q3 | $124K | Buy |
1,801
+22
| +1% | +$1.59K | ﹤0.01% | 724 |
|
|
2023
Q2 | $117K | Hold |
1,779
| – | – | ﹤0.01% | 746 |
|
|
2023
Q1 | $124K | Hold |
1,779
| – | – | ﹤0.01% | 759 |
|
|
2022
Q4 | $98.4K | Hold |
1,779
| – | – | ﹤0.01% | 817 |
|
|
2022
Q3 | $73K | Hold |
1,779
| – | – | ﹤0.01% | 890 |
|
|
2022
Q2 | $81K | Hold |
1,779
| – | – | ﹤0.01% | 850 |
|
|
2022
Q1 | $124K | Hold |
1,779
| – | – | ﹤0.01% | 771 |
|
|
2021
Q4 | $101K | Buy |
1,779
+1,323
| +290% | +$73K | ﹤0.01% | 821 |
|
|
2021
Q3 | $23K | Hold |
456
| – | – | ﹤0.01% | 1094 |
|
|
2021
Q2 | $27K | Sell |
456
-382
| -46% | -$24.5K | ﹤0.01% | 1089 |
|
|
2021
Q1 | $52K | Hold |
838
| – | – | ﹤0.01% | 922 |
|
|
2020
Q4 | $50K | Buy |
838
+382
| +84% | +$19.4K | ﹤0.01% | 855 |
|
|
2020
Q3 | $19K | Hold |
456
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q2 | $17K | Hold |
456
| – | – | ﹤0.01% | 994 |
|
|
2020
Q1 | $12K | Hold |
456
| – | – | ﹤0.01% | 1080 |
|
|
2019
Q4 | $18K | Hold |
456
| – | – | ﹤0.01% | 1048 |
|
|
2019
Q3 | $14K | Buy |
+456
| New | +$14.3K | ﹤0.01% | 1087 |
|
|
2015
Q1 | – | Sell |
-1
| Closed | – | – | 1237 |
|
|
2014
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1093 |
|
|
2014
Q3 | $0 | Sell |
1
-2
| -67% | -$59 | ﹤0.01% | 1060 |
|
|
2014
Q2 | $0 | Sell |
3
-590
| -99% | -$16.1K | ﹤0.01% | 1064 |
|
|
2014
Q1 | $16K | Hold |
593
| – | – | ﹤0.01% | 824 |
|
|
2013
Q4 | $16K | Hold |
593
| – | – | ﹤0.01% | 833 |
|
|
2013
Q3 | $15K | Hold |
593
| – | – | ﹤0.01% | 838 |
|
|
2013
Q2 | $15K | Buy |
+593
| New | +$17.4K | ﹤0.01% | 826 |
|
Other funds holding SCCO
Whittier Trust's SCCO Position: Q2 2026 in Review
Whittier Trust reduced its Southern Copper (SCCO) stake by 0.05% in Q2 2026, selling an estimated $180 and leaving 2,097 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #533.
Whittier Trust first reported a position in SCCO in Q2 2013 and has held it in 35 quarters since. The position peaked at $363K in Q1 2026. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.
- Whittier Trust held 2,097 shares of Southern Copper worth $360K as of Q2 2026.
- Whittier Trust sold 1 Southern Copper share in Q2 2026, an estimated $180.
- Southern Copper made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #533 holding.
- Whittier Trust first reported a position in Southern Copper in Q2 2013 and has held it in 35 quarters since.
- Whittier Trust's Southern Copper position peaked at $363K in Q1 2026.
- 862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.