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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1976
Zuckerman Investment Group
Illinois
$346K – – –
NYLT
1977
New York Life Trust
New York
$341K -$32.5K -366 -9%
CAL
1978
Capital Advisors Ltd
Ohio
$340K – – –
EDRM
1979
Edmond de Rothschild (Monaco)
Monaco
$337K +$342K +3,860 New
HA
1980
Harfst & Associates
Wyoming
$336K -$1.25M -14,042 -78%
ACM
1981
Avalon Capital Management
California
$332K +$177 +2 +0.1%
WA
1982
WESPAC Advisors
California
$331K -$48.4K -546 -13%
ODCM
1983
Old Dominion Capital Management
Virginia
$330K +$41.5K +468 +14%
OIM
1984
Orca Investment Management
Oregon
$329K -$2.66K -30 -0.8%
TAM
1985
Trillium Asset Management
Massachusetts
$329K -$2.22K -25 -0.7%
PC
1986
Palo Capital
California
$329K +$334K +3,770 New
BC
1987
Barnett & Company
Tennessee
$328K +$15.3K +173 +5%
RCP
1988
Rothschild Capital Partners
New York
$326K – – –
IOOF
1989
Independent Order of Foresters
Ontario, Canada
$321K – – –
LP
1990
LGL Partners
Pennsylvania
$319K – – –
WA
1991
WealthTrust-Arizona
Arizona
$315K +$89 +1 +0%
SAM
1992
Shikiar Asset Management
New York
$315K +$26.6K +300 +9%
HCM
1993
Heathbridge Capital Management
Ontario, Canada
$314K – – –
BCM
1994
BlueCrest Capital Management
Jersey
$314K +$319K +3,599 New
EIM
1995
Essex Investment Management
Massachusetts
$313K – – –
NAM
1996
Nichols Asset Management
Massachusetts
$313K – – –
RWM
1997
Raffa Wealth Management
District of Columbia
$312K -$8.43K -95 -3%
AIM
1998
Allen Investment Management
New York
$310K – – –
DBG
1999
De Burlo Group
Massachusetts
$309K – – –
HIM
2000
Hanlon Investment Management
New Jersey
$309K – – –
78 79
80
81 82