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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
2001
Ruggie Capital Group
Florida
$288K +$276K +3,447 New
F
2002
Filament
Washington
$287K -$40K -500 -13%
LWA
2003
Lowe Wealth Advisors
Maryland
$286K -$6.81K -85 -2%
RP
2004
Riverbridge Partners
Minnesota
$286K +$80 +1 +0%
CA
2005
Cortland Associates
Missouri
$285K +$641 +8 +0.2%
QAM
2006
Quantres Asset Management
Cayman Islands
$284K -$1.22M -15,200 -82%
UFA
2007
US Financial Advisors
Massachusetts
$284K -$93.7K -1,170 -26%
HI
2008
Hendershot Investments
Virginia
$284K – – –
MC
2009
Matisse Capital
Oregon
$283K -$42.3K -528 -13%
AWMG
2010
Alliance Wealth Management Group
New Jersey
$283K – – –
CAAS
2011
Capital Asset Advisory Services
Michigan
$282K -$6.81K -85 -2%
CA
2012
Corrado Advisors
New Jersey
$281K +$269K +3,364 New
WHI
2013
William Harris Investors
Illinois
$280K -$16K -200 -6%
AOWM
2014
Alpha Omega Wealth Management
Virginia
$279K +$39.7K +496 +17%
HCM
2015
Heathbridge Capital Management
Ontario, Canada
$276K -$168K -2,100 -39%
SAM
2016
Shikiar Asset Management
New York
$276K – – –
CFS
2017
Commonwealth Financial Services
West Virginia
$275K -$98.1K -1,225 -27%
SCM
2018
Sitrin Capital Management
California
$275K – – –
TCM
2019
TD Capital Management
Tennessee
$270K – – –
AMAL
2020
Asset Management Advisors LLC
Oklahoma
$270K +$481 +6 +0.2%
CAM
2021
ClariVest Asset Management
California
$269K – – –
HW
2022
Hedeker Wealth
Illinois
$269K – – –
PCM
2023
Palouse Capital Management
Washington
$268K – – –
OAM
2024
Occidental Asset Management
California
$267K – – –
WAS
2025
Winch Advisory Services
Wisconsin
$266K +$2K +25 +0.8%
79 80
81
82 83