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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1976
Veritas Investment Management
United Kingdom
$224K +$234K +2,640 New
KAH
1977
Kathryn A. Hall
$221K – – –
CFN
1978
Cordasco Financial Network
Florida
$220K – – –
RCM
1979
Rotella Capital Management
Washington
$220K +$229K +2,583 New
VV
1980
Valentine Ventures
Oregon
$219K +$355 +4 +0.2%
TCM
1981
Tetrem Capital Management
Manitoba, Canada
$217K -$35.6M -401,661 -99%
TDC
1982
Thompson Davis & Co
Virginia
$216K +$97.8K +1,103 +77%
SC
1983
Stratford Consulting
Texas
$214K +$621 +7 +0.3%
ECM
1984
ETrade Capital Management
Virginia
$214K +$19.2K +217 +9%
KL
1985
KWMG LLC
Kansas
$213K +$10.2K +115 +5%
NHFG
1986
New Harbor Financial Group
Massachusetts
$213K +$22.2K +250 +11%
LBA
1987
Letko, Brosseau & Associates
Quebec, Canada
$212K – – –
FCH
1988
Freestone Capital Holdings
Washington
$210K +$219K +2,469 New
GI
1989
Glovista Investments
New Jersey
$209K – – –
DPI
1990
Diversified Portfolios Inc
Michigan
$208K -$632K -7,124 -74%
FIM
1991
Friedberg Investment Management
Texas
$208K – – –
ECM
1992
Ensemble Capital Management
California
$207K – – –
PCMI
1993
Princeton Capital Management Inc
New Jersey
$206K +$9.75K +110 +5%
PA
1994
Planning Alternatives
Michigan
$206K +$215K +2,421 New
TFCP
1995
Twin Focus Capital Partners
Massachusetts
$203K -$99.4K -1,121 -32%
LFG
1996
LifePlan Financial Group
Ohio
$203K – – –
TBC
1997
Tweedy, Browne Co
Connecticut
$201K – – –
NC
1998
NewSquare Capital
Pennsylvania
$193K +$63.4K +715 +46%
WA
1999
Winfield Associates
Ohio
$191K – – –
CG
2000
Cleary Gull
Wisconsin
$184K +$192K +2,166 New
78 79
80
81 82