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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CII
2001
Capital International Inc
California
$179K +$186K +2,100 New
JG
2002
Jefferies Group
New York
$174K -$158K -1,780 -47%
SIG
2003
Stanford Investment Group
California
$173K -$58.1K -655 -24%
LWM
2004
Lenox Wealth Management
Ohio
$172K +$4.79K +54 +3%
PVH
2005
Psagot Value Holdings
Israel
$170K -$124K -1,400 -41%
CCS
2006
Crosspoint Capital Strategies
California
$165K -$487K -5,494 -74%
RBC
2007
Roble Belko & Company
Pennsylvania
$161K +$168K +1,889 New
AWM
2008
Avior Wealth Management
Nebraska
$155K +$79.8K +900 +99%
FNYS
2009
First New York Securities
New York
$153K -$288K -3,249 -64%
SA
2010
SRH Advisors
Kansas
$150K +$62.1K +700 +66%
AA
2011
AlphaMark Advisors
Kentucky
$149K – – –
EMA
2012
Efficient Market Advisors
California
$136K +$17.7K +200 +14%
NCMG
2013
NCM Capital Management Group
North Carolina
$133K – – –
DA
2014
Dunvegan Associates
California
$130K – – –
CFG
2015
CKW Financial Group
Hawaii
$128K -$17.9K -202 -12%
WA
2016
WealthTrust-Arizona
Arizona
$124K -$1.51K -17 -1%
EAMA
2017
EFG Asset Management (Americas)
Florida
$111K -$56.7K -639 -33%
PFG
2018
Piershale Financial Group
Illinois
$111K -$355 -4 -0.3%
WCMN
2019
Westchester Capital Management (Nebraska)
Nebraska
$98K – – –
AIC
2020
Ayalon Insurance Company
Israel
$95K +$99.3K +1,120 New
EPM
2021
Equitec Proprietary Markets
Illinois
$94K -$3.29M -37,128 -97%
MP
2022
Manifold Partners
California
$88K -$1.08M -12,136 -92%
SFFS
2023
Stonehage Fleming Financial Services
Jersey
$87K -$71.7K -809 -44%
JAM
2024
JCIC Asset Management
Ontario, Canada
$86K – – –
IMS
2025
Index Management Solutions
Pennsylvania
$85K -$54.6K -616 -38%
79 80
81
82 83