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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
2001
Essex Investment Management
Massachusetts
$300K -$109K -1,355 -27%
BC
2002
Barnett & Company
Tennessee
$300K – – –
AIM
2003
Allen Investment Management
New York
$297K – – –
HIM
2004
Hanlon Investment Management
New Jersey
$296K – – –
CC
2005
Colrain Capital
Massachusetts
$295K -$136K -1,700 -33%
VA
2006
Valmark Advisers
Ohio
$295K +$40K +500 +17%
PAM
2007
Pope Asset Management
Tennessee
$292K – – –
HA
2008
Harfst & Associates
Wyoming
$290K -$1.13M -14,142 -80%
VIM
2009
Veritas Investment Management
United Kingdom
$288K +$64.1K +800 +30%
RCG
2010
Ruggie Capital Group
Florida
$288K +$276K +3,447 New
F
2011
Filament
Washington
$287K -$40K -500 -13%
LWA
2012
Lowe Wealth Advisors
Maryland
$286K -$6.81K -85 -2%
RP
2013
Riverbridge Partners
Minnesota
$286K +$80 +1 +0%
CA
2014
Cortland Associates
Missouri
$285K +$641 +8 +0.2%
QAM
2015
Quantres Asset Management
Cayman Islands
$284K -$1.22M -15,200 -82%
UFA
2016
US Financial Advisors
Massachusetts
$284K -$93.7K -1,170 -26%
HI
2017
Hendershot Investments
Virginia
$284K – – –
MC
2018
Matisse Capital
Oregon
$283K -$42.3K -528 -13%
AWMG
2019
Alliance Wealth Management Group
New Jersey
$283K – – –
CAAS
2020
Capital Asset Advisory Services
Michigan
$282K -$6.81K -85 -2%
CA
2021
Corrado Advisors
New Jersey
$281K +$269K +3,364 New
WHI
2022
William Harris Investors
Illinois
$280K -$16K -200 -6%
AOWM
2023
Alpha Omega Wealth Management
Virginia
$279K +$39.7K +496 +17%
HCM
2024
Heathbridge Capital Management
Ontario, Canada
$276K -$168K -2,100 -39%
SAM
2025
Shikiar Asset Management
New York
$276K – – –
79 80
81
82 83