updated
76 results Total investment of current selection: $ 357 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chevron Corporation | Whittier Trust Company | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 93 M | $ 93 M | |||||
| 2 | Blackstone Inc | Whittier Trust Company | investment | United States | United States | North America | North America | Magnolia Power LLC | $ 55 M | $ 55 M | |||||
| 3 | EOG Resources Inc | Whittier Trust Company | investment | United States | United States | North America | North America | $ 40 M | $ 40 M | ||||||
| 4 | Exxon Mobil Corporation | Whittier Trust Company | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 31 M | $ 31 M | |||||
| 5 | The AES Corporation | Whittier Trust Company | investment | United States | United States | North America | North America | AES Argentina Generacion SA, AES Andes SA, AES Mong Duong Power Co Ltd, AES Ohio, DPL Inc, AES Indiana, Empresa Electrica Angamos SpA, AES Bulgaria BV, DPL Capital Trust II, Mong Duong Finance Holdings BV | $ 16 M | $ 16 M | |||||
| 6 | Kinder Morgan Inc | Whittier Trust Company | investment | United States | United States | North America | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 15 M | $ 15 M | |||||
| 7 | EQT Corporation | Whittier Trust Company | investment | United States | United States | North America | North America | $ 14 M | $ 14 M | ||||||
| 8 | Civitas Resources Inc | Whittier Trust Company | investment | United States | United States | North America | North America | $ 12 M | $ 12 M | ||||||
| 9 | Otter Tail Corp | Whittier Trust Company | investment | United States | United States | North America | North America | Otter Tail Power Co | $ 10 M | $ 10 M | |||||
| 10 | American Electric Power Company Inc (AEP) | Whittier Trust Company | investment | United States | United States | North America | North America | Appalachian Power Co, CSW CREDIT INC, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Southwestern Electric Power Co, SWEPCO Capital I, SWEPCo Capital Trust I, Wheeling Power Co, Public Service Co of Oklahoma, AEP Generating Co | $ 10 M | $ 10 M | |||||
| 11 | General Electric Company | Whittier Trust Company | investment | United States | United States | North America | North America | Shady Hills Energy Center LLC | $ 8 M | $ 8 M | |||||
| 12 | Portland General Electric Co | Whittier Trust Company | investment | United States | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 13 | NextEra Energy Inc | Whittier Trust Company | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 6 M | $ 6 M | |||||
| 14 | Marathon Petroleum Corporation | Whittier Trust Company | investment | United States | United States | North America | North America | MPLX LP | $ 5 M | $ 5 M | |||||
| 15 | CSX Corp | Whittier Trust Company | investment | United States | United States | North America | North America | $ 4 M | $ 4 M | ||||||
| 16 | ConocoPhillips | Whittier Trust Company | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 4 M | $ 4 M | |||||
| 17 | Dow Inc | Whittier Trust Company | investment | United States | United States | North America | North America | $ 3 M | $ 3 M | ||||||
| 18 | Shell plc | Whittier Trust Company | investment | United States | United Kingdom | North America | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 3 M | $ 3 M | |||||
| 19 | Air Products and Chemicals Inc | Whittier Trust Company | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ 3 M | $ 3 M | |||||
| 20 | TotalEnergies SE | Whittier Trust Company | investment | United States | France | North America | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ 2 M | $ 2 M | |||||
| 21 | Sempra Energy | Whittier Trust Company | investment | United States | United States | North America | North America | Southern California Gas Co, Infraestructura Energetica Nova SAPI de CV, Port Arthur LNG Phase II LLC, ECA Liquefaction S de RL de CV, Energia Costa Azul S de RL de CV, Vista Pacifico LNG SAPI de CV | $ 2 M | $ 2 M | |||||
| 22 | BP plc | Whittier Trust Company | investment | United States | United Kingdom | North America | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 1 M | $ 1 M | |||||
| 23 | Duke Energy Corporation | Whittier Trust Company | investment | United States | United States | North America | North America | Duke Capital Finance Trust I, Duke Capital Finance Trust II, Duke Energy Capital Trust II, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana Inc, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc, Duke Energy Carolinas LLC | $ 1 M | $ 1 M | |||||
| 24 | Canadian Natural Resources Ltd (CNRL) | Whittier Trust Company | investment | United States | Canada | North America | North America | $ 1 M | $ 1 M | ||||||
| 25 | Dominion Energy Inc | Whittier Trust Company | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!