XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3601
Weinberger Asset Management
California
$347K -$142K -1,329 -29%
SP
3602
SWS Partners
Ohio
$346K +$6.84K +64 +2%
BWM
3603
Buska Wealth Management
Wisconsin
$346K -$641 -6 -0.2%
ML
3604
Mayport LLC
Massachusetts
$345K +$87.7K +820 +34%
PA
3605
Prossimo Advisors
California
$345K -$439K -4,103 -56%
OIS
3606
OneAscent Investment Solutions
Alabama
$345K +$159K +1,491 +87%
VPP
3607
Vertex Planning Partners
Illinois
$344K -$2.78K -26 -0.8%
ZAM
3608
Zevin Asset Management
Massachusetts
$344K – – –
CSA
3609
Cottage Street Advisors
Massachusetts
$343K -$14.5K -136 -4%
FGP
3610
Foyston, Gordon, & Payne
Ontario, Canada
$343K – – –
RMF
3611
Red Mountain Financial
Colorado
$343K – – –
PWM
3612
Palacios Wealth Management
Florida
$343K -$15.7K -147 -4%
AC
3613
Attessa Capital
Arizona
$342K -$12.7K -119 -4%
GAM
3614
Gemmer Asset Management
California
$341K -$35.4K -331 -9%
SIA
3615
SGL Investment Advisors
Montana
$340K +$88.5K +828 +39%
HCM
3616
Hillman Capital Management
Maryland
$340K +$24.3K +227 +8%
SC
3617
Swan Capital
Florida
$339K +$334K +3,124 +12,496%
AT
3618
Avalon Trust
New Mexico
$339K +$35K +327 +12%
HIM
3619
Hanlon Investment Management
New Jersey
$339K -$20K -187 -6%
OL
3620
Optas LLC
Texas
$339K -$127K -1,192 -27%
AWS
3621
Aspen Wealth Strategies
Colorado
$338K +$18.1K +169 +6%
WAS
3622
WESPAC Advisors SoCal
California
$338K -$38.4K -359 -10%
CCM
3623
Copeland Capital Management
Pennsylvania
$337K – – –
WWWM
3624
White Wing Wealth Management
Texas
$337K +$4.17K +39 +1%
WG
3625
Wealth Group
North Carolina
$336K -$684K -6,403 -67%
143 144
145
146 147