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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2001
Horizon Investments
North Carolina
$332K -$303K -3,428 -49%
HS
2002
Huntington Steele
Pennsylvania
$332K -$45.4K -513 -13%
DBG
2003
De Burlo Group
Massachusetts
$332K -$17.7K -200 -5%
HIM
2004
Hanlon Investment Management
New Jersey
$332K – – –
CC
2005
Colrain Capital
Massachusetts
$330K – – –
RGNCM
2006
R.G. Niederhoffer Capital Management
New York
$328K +$309K +3,500 New
DRS
2007
Deane Retirement Strategies
Louisiana
$325K -$44.2K -500 -13%
BCM
2008
Brown Capital Management
Maryland
$322K -$44.2K -500 -13%
VIM
2009
Veritas Investment Management
United Kingdom
$322K – – –
PFA
2010
Pure Financial Advisors
California
$321K +$31.7K +358 +12%
RP
2011
Riverbridge Partners
Minnesota
$320K – – –
AC
2012
Avenir Corporation
Virginia
$319K +$60.1K +680 +25%
HI
2013
Hendershot Investments
Virginia
$318K – – –
CAAS
2014
Capital Asset Advisory Services
Michigan
$318K +$1.33K +15 +0.4%
TCM
2015
TD Capital Management
Tennessee
$318K +$14.6K +165 +5%
IF
2016
IRON Financial
Illinois
$315K +$33.2K +376 +13%
OWM
2017
Orgel Wealth Management
Wisconsin
$315K +$297K +3,363 New
VCM
2018
Vision Capital Management
Oregon
$314K -$63.7K -720 -18%
WHI
2019
William Harris Investors
Illinois
$314K – – –
AOWM
2020
Alpha Omega Wealth Management
Virginia
$312K – – –
CIM
2021
Cetera Investment Management
California
$311K -$160K -1,810 -35%
CA
2022
Corrado Advisors
New Jersey
$311K -$4.33K -49 -1%
ODCM
2023
Old Dominion Capital Management
Virginia
$310K -$33.9K -383 -10%
LWA
2024
Lowe Wealth Advisors
Maryland
$310K -$9.73K -110 -3%
SAM
2025
Shikiar Asset Management
New York
$310K +$88 +1 +0%
79 80
81
82 83