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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBCM
1976
Raub Brock Capital Management
California
$627K – – –
WA
1977
Wealthstar Advisors
Texas
$625K +$5.28K +73 +0.8%
CWM
1978
Centric Wealth Management
Illinois
$625K +$25K +346 +4%
CIC
1979
Chilton Investment Company
Connecticut
$624K -$404K -5,592 -39%
EOCM
1980
Energy Opportunities Capital Management
Texas
$624K +$639K +8,840 New
LK
1981
Lumbard & Kellner
New Hampshire
$621K – – –
OPA
1982
Old Port Advisors
Maine
$620K – – –
NIC
1983
Northwest Investment Counselors
Oregon
$619K -$12.7K -175 -2%
MFS
1984
McNamara Financial Services
Massachusetts
$618K -$29.4K -406 -5%
PCTC
1985
Perkins Coie Trust Company
Washington
$618K – – –
ACH
1986
ArrowMark Colorado Holdings
Colorado
$615K -$9.04M -125,000 -93%
BWA
1987
BDO Wealth Advisors
Florida
$615K -$6.58K -91 -1%
TIA
1988
Tandem Investment Advisors
South Carolina
$613K -$5.71K -79 -0.9%
CWM
1989
Cordatus Wealth Management
Pennsylvania
$611K +$86K +1,190 +16%
RCM
1990
RNC Capital Management
California
$610K -$132K -1,826 -17%
XSC
1991
X-Square Capital
Puerto Rico
$610K +$135K +1,865 +28%
HFA
1992
HC Financial Advisors
California
$609K +$624K +8,627 New
GC
1993
Grace Capital
Massachusetts
$607K -$897K -12,399 -59%
WA
1994
Wheatland Advisors
Pennsylvania
$607K -$79.5K -1,100 -11%
IA
1995
Independence Advisors
Pennsylvania
$606K -$43.4K -600 -7%
HCM
1996
Heathbridge Capital Management
Ontario, Canada
$604K +$65.1K +900 +12%
FC
1997
Fayerweather Charles
$603K -$259K -3,575 -30%
AWP
1998
Ascent Wealth Partners
New York
$602K -$11.2K -155 -2%
CCMW
1999
Cypress Capital Management (Wyoming)
Wyoming
$602K – – –
DK
2000
Darrell & King
Virginia
$601K -$16.3K -225 -3%
78 79
80
81 82