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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1976
Arete Wealth Advisors
Illinois
$319K -$18.9K -236 -6%
ACM
1977
Avalon Capital Management
California
$318K -$12.1K -151 -4%
OIM
1978
Orca Investment Management
Oregon
$318K +$5.61K +70 +2%
DBG
1979
De Burlo Group
Massachusetts
$313K – – –
RCP
1980
Rothschild Capital Partners
New York
$312K – – –
MFP
1981
Mosaic Financial Partners
California
$310K -$12K -150 -4%
ODCM
1982
Old Dominion Capital Management
Virginia
$309K – – –
QC
1983
QCM Cayman
Texas
$309K +$296K +3,691 New
SCA
1984
Stuart Chaussee & Associates
California
$308K +$109K +1,360 +58%
IOOF
1985
Independent Order of Foresters
Ontario, Canada
$307K – – –
SIP
1986
Stoneridge Investment Partners
Pennsylvania
$307K – – –
RWM
1987
Raffa Wealth Management
District of Columbia
$307K +$21.8K +272 +8%
LP
1988
LGL Partners
Pennsylvania
$306K -$24.3K -304 -8%
HCM
1989
Highlander Capital Management
New Jersey
$305K -$32K -400 -10%
SC
1990
Stratford Consulting
Texas
$302K +$1.04K +13 +0.4%
NAM
1991
Nichols Asset Management
Massachusetts
$300K -$144K -1,802 -33%
EIM
1992
Essex Investment Management
Massachusetts
$300K -$109K -1,355 -27%
BC
1993
Barnett & Company
Tennessee
$300K – – –
AIM
1994
Allen Investment Management
New York
$297K – – –
HIM
1995
Hanlon Investment Management
New Jersey
$296K – – –
CC
1996
Colrain Capital
Massachusetts
$295K -$136K -1,700 -33%
VA
1997
Valmark Advisers
Ohio
$295K +$40K +500 +17%
PAM
1998
Pope Asset Management
Tennessee
$292K – – –
HA
1999
Harfst & Associates
Wyoming
$290K -$1.13M -14,142 -80%
VIM
2000
Veritas Investment Management
United Kingdom
$288K +$64.1K +800 +30%
78 79
80
81 82