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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
DRS
2001
Deane Retirement Strategies
Louisiana
$325K -$44.2K -500 -13%
BCM
2002
Brown Capital Management
Maryland
$322K -$44.2K -500 -13%
VIM
2003
Veritas Investment Management
United Kingdom
$322K – – –
PFA
2004
Pure Financial Advisors
California
$321K +$31.7K +358 +12%
RP
2005
Riverbridge Partners
Minnesota
$320K – – –
AC
2006
Avenir Corporation
Virginia
$319K +$60.1K +680 +25%
HI
2007
Hendershot Investments
Virginia
$318K – – –
CAAS
2008
Capital Asset Advisory Services
Michigan
$318K +$1.33K +15 +0.4%
TCM
2009
TD Capital Management
Tennessee
$318K +$14.6K +165 +5%
IF
2010
IRON Financial
Illinois
$315K +$33.2K +376 +13%
OWM
2011
Orgel Wealth Management
Wisconsin
$315K +$297K +3,363 New
VCM
2012
Vision Capital Management
Oregon
$314K -$63.7K -720 -18%
WHI
2013
William Harris Investors
Illinois
$314K – – –
AOWM
2014
Alpha Omega Wealth Management
Virginia
$312K – – –
CIM
2015
Cetera Investment Management
California
$311K -$160K -1,810 -35%
CA
2016
Corrado Advisors
New Jersey
$311K -$4.33K -49 -1%
ODCM
2017
Old Dominion Capital Management
Virginia
$310K -$33.9K -383 -10%
LWA
2018
Lowe Wealth Advisors
Maryland
$310K -$9.73K -110 -3%
SAM
2019
Shikiar Asset Management
New York
$310K +$88 +1 +0%
BHA
2020
Beech Hill Advisors
New York
$309K -$50.9K -576 -15%
RCG
2021
Ruggie Capital Group
Florida
$308K -$13.4K -151 -4%
SCM
2022
Sitrin Capital Management
California
$306K -$2.65K -30 -0.9%
AMAL
2023
Asset Management Advisors LLC
Oklahoma
$304K +$619 +7 +0.2%
PCM
2024
Palouse Capital Management
Washington
$301K – – –
EA
2025
Elm Advisors
California
$299K +$282K +3,190 New
79 80
81
82 83