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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1976
Biltmore Wealth Management
Arizona
$366K -$100K -1,136 -23%
CAL
1977
Capital Advisors Ltd
Ohio
$365K -$2.65K -30 -0.8%
CFS
1978
Commonwealth Financial Services
West Virginia
$364K +$52.8K +597 +18%
NCM
1979
Northroad Capital Management
New York
$361K -$13.8K -156 -4%
CWM
1980
Catamount Wealth Management
Connecticut
$358K – – –
ACM
1981
Avalon Capital Management
California
$357K +$265 +3 +0.1%
OIM
1982
Orca Investment Management
Oregon
$356K – – –
TAM
1983
Trillium Asset Management
Massachusetts
$355K -$76.6K -866 -19%
WAS
1984
Winch Advisory Services
Wisconsin
$351K +$50.3K +569 +18%
RCP
1985
Rothschild Capital Partners
New York
$350K – – –
PRHC
1986
P.R. Herzig & Co
New York
$349K -$26.5K -300 -7%
RWM
1987
Raffa Wealth Management
District of Columbia
$344K +$531 +6 +0.2%
IOOF
1988
Independent Order of Foresters
Ontario, Canada
$344K – – –
TIM
1989
Tortoise Investment Management
New York
$342K -$179K -2,027 -36%
LP
1990
LGL Partners
Pennsylvania
$340K – – –
OAM
1991
Occidental Asset Management
California
$338K +$36K +407 +13%
WA
1992
WealthTrust-Arizona
Arizona
$338K +$186K +2,101 +139%
BC
1993
Barnett & Company
Tennessee
$336K – – –
EIM
1994
Essex Investment Management
Massachusetts
$336K – – –
NAM
1995
Nichols Asset Management
Massachusetts
$336K – – –
TCM
1996
Tradewinds Capital Management
Washington
$336K +$105K +1,193 +50%
HCM
1997
Heathbridge Capital Management
Ontario, Canada
$335K +$26.5K +300 +9%
CA
1998
Cortland Associates
Missouri
$334K +$13.5K +153 +4%
AIM
1999
Allen Investment Management
New York
$333K – – –
N
2000
Natixis
France
$332K -$62.2M -703,934 -100%
78 79
80
81 82