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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2001
Roundview Capital
New Jersey
$1.89M +$92K +615 +5%
AF
2002
Apollon Financial
South Carolina
$1.89M +$1.5K +10 +0.1%
HFM
2003
Hartford Funds Management
Pennsylvania
$1.89M +$133K +889 +7%
FDDB
2004
Fidelity D&D Bancorp
Pennsylvania
$1.89M +$38.8K +259 +2%
JSAM
2005
J. Safra Asset Management
New York
$1.89M +$239K +1,599 +13%
EL
2006
Essex LLC
Illinois
$1.89M -$150K -1,004 -7%
I
2007
InceptionR
California
$1.88M +$140K +934 +7%
TB
2008
Terril Brothers
Missouri
$1.88M – – –
CSC
2009
Caldwell Sutter Capital
California
$1.88M -$18.3K -122 -0.9%
BMWS
2010
Brady Martz Wealth Solutions
North Dakota
$1.88M +$2.99K +20 +0.1%
ES
2011
Eagle Strategies
New York
$1.88M +$159K +1,060 +8%
MSA
2012
Marathon Strategic Advisors
Pennsylvania
$1.87M – – –
HNW
2013
High Note Wealth
Minnesota
$1.87M +$53.4K +357 +3%
HW
2014
HORAN Wealth
Ohio
$1.87M +$12K +80 +0.6%
PIA
2015
Perennial Investment Advisors
California
$1.87M +$92.6K +619 +5%
FVWA
2016
Foster Victor Wealth Advisors
South Carolina
$1.87M -$79.6K -532 -4%
MAC
2017
Mason & Associates (California)
California
$1.86M -$83.1K -555 -4%
MWM
2018
Moulton Wealth Management
Washington
$1.86M +$13.8K +92 +0.7%
TIA
2019
Trust Investment Advisors
Indiana
$1.86M -$1.05K -7 -0.1%
SP
2020
Stablepoint Partners
Massachusetts
$1.86M +$8.23K +55 +0.4%
DBIA
2021
Dumont & Blake Investment Advisors
New Jersey
$1.85M -$141K -943 -6%
TCM
2022
Tradewinds Capital Management
Washington
$1.85M +$2.4K +16 +0.1%
CWM
2023
Chesapeake Wealth Management
Virginia
$1.85M -$279K -1,865 -12%
MP
2024
McDonald Partners
Ohio
$1.85M -$4.88M -32,599 -71%
MCM
2025
MV Capital Management
Maryland
$1.85M +$25.3K +169 +1%
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