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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
1976
Versor Investments
New York
$628K -$453K -6,265 -41%
RBCM
1977
Raub Brock Capital Management
California
$627K – – –
WA
1978
Wealthstar Advisors
Texas
$625K +$5.28K +73 +0.8%
CWM
1979
Centric Wealth Management
Illinois
$625K +$25K +346 +4%
CIC
1980
Chilton Investment Company
Connecticut
$624K -$404K -5,592 -39%
EOCM
1981
Energy Opportunities Capital Management
Texas
$624K +$639K +8,840 New
LK
1982
Lumbard & Kellner
New Hampshire
$621K – – –
OPA
1983
Old Port Advisors
Maine
$620K – – –
NIC
1984
Northwest Investment Counselors
Oregon
$619K -$12.7K -175 -2%
MFS
1985
McNamara Financial Services
Massachusetts
$618K -$29.4K -406 -5%
PCTC
1986
Perkins Coie Trust Company
Washington
$618K – – –
ACH
1987
ArrowMark Colorado Holdings
Colorado
$615K -$9.04M -125,000 -93%
BWA
1988
BDO Wealth Advisors
Florida
$615K -$6.58K -91 -1%
TIA
1989
Tandem Investment Advisors
South Carolina
$613K -$5.71K -79 -0.9%
CWM
1990
Cordatus Wealth Management
Pennsylvania
$611K +$86K +1,190 +16%
RCM
1991
RNC Capital Management
California
$610K -$132K -1,826 -17%
XSC
1992
X-Square Capital
Puerto Rico
$610K +$135K +1,865 +28%
HFA
1993
HC Financial Advisors
California
$609K +$624K +8,627 New
GC
1994
Grace Capital
Massachusetts
$607K -$897K -12,399 -59%
WA
1995
Wheatland Advisors
Pennsylvania
$607K -$79.5K -1,100 -11%
IA
1996
Independence Advisors
Pennsylvania
$606K -$43.4K -600 -7%
HCM
1997
Heathbridge Capital Management
Ontario, Canada
$604K +$65.1K +900 +12%
FC
1998
Fayerweather Charles
$603K -$259K -3,575 -30%
AWP
1999
Ascent Wealth Partners
New York
$602K -$11.2K -155 -2%
CCMW
2000
Cypress Capital Management (Wyoming)
Wyoming
$602K – – –
78 79
80
81 82