Whittier Trust’s US Steel X Stock Holding History

Whittier Trust’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-59	Closed	-$2.49K	–	1553
2025 Q1	$2.49K	Hold	59	–	–	﹤0.01%	1386
2024 Q4	$2K	Buy	+59	New	+$2.18K	﹤0.01%	1456
2023 Q4	–	Sell	-20	Closed	-$649	–	1694
2023 Q3	$649	Buy	+20	New	+$561	﹤0.01%	1554
2019 Q2	–	Sell	-33	Closed	-$1K	–	1463
2019 Q1	$1K	Buy	+33	New	+$702	﹤0.01%	1360
2018 Q4	–	Sell	-7,500	Closed	-$229K	–	1381
2018 Q3	$229K	Hold	7,500	–	–	0.01%	486
2018 Q2	$261K	Hold	7,500	–	–	0.01%	459
2018 Q1	$264K	Buy	+7,500	New	+$296K	0.01%	467
2017 Q3	–	Sell	-75	Closed	-$2K	–	1350
2017 Q2	$2K	Hold	75	–	–	﹤0.01%	1172
2017 Q1	$3K	Buy	+75	New	+$2.67K	﹤0.01%	1236

Other funds holding X

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Whittier Trust's X Position: Q2 2025 in Review

Whittier Trust sold out of US Steel (X) in Q2 2025, closing a stake of 59 shares — an estimated $2.49K sold.

Whittier Trust first reported a position in X in Q1 2017 and held it in 9 quarters. The position peaked at $264K in Q1 2018. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Whittier Trust reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Whittier Trust sold 59 US Steel shares in Q2 2025, an estimated $2.49K.
Whittier Trust first reported a position in US Steel in Q1 2017 and held it in 9 quarters.
Whittier Trust's US Steel position peaked at $264K in Q1 2018.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.