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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2001
Corbenic Partners
Pennsylvania
$413K -$20.8K -249 -5%
BPCE
2002
Bank Pictet & Cie (Europe)
Germany
$413K +$104K +1,245 +33%
SHWM
2003
Smith & Howard Wealth Management
Georgia
$412K -$115K -1,380 -22%
PFC
2004
Poplar Forest Capital
California
$412K – – –
PIM
2005
Provident Investment Management
Michigan
$411K – – –
SIG
2006
Schaller Investment Group
North Carolina
$411K – – –
AIA
2007
Arbor Investment Advisors
North Carolina
$410K -$147K -1,763 -26%
MCP
2008
Mirador Capital Partners
California
$410K +$10.1K +121 +2%
MFT
2009
Moisand Fitzgerald Tamayo
Florida
$408K -$11.1K -133 -3%
IFS
2010
Ifrah Financial Services
Arkansas
$408K – – –
MAA
2011
Mraz Amerine & Associates
California
$404K -$39K -467 -9%
BC
2012
Brinker Capital
Pennsylvania
$404K +$411K +4,922 New
CAM
2013
ClariVest Asset Management
California
$403K -$98.2K -1,176 -19%
CC
2014
Cognios Capital
Kansas
$403K -$69.3K -830 -14%
PCM
2015
Pointe Capital Management
Michigan
$403K -$53K -635 -11%
ICM
2016
IMS Capital Management
Oregon
$402K -$96.8K -1,159 -19%
VCM
2017
Vision Capital Management
Oregon
$402K +$25.6K +307 +7%
OBWP
2018
O'Brien Wealth Partners
Massachusetts
$400K -$34.5K -413 -8%
FA
2019
FMA Advisory
Pennsylvania
$398K +$406K +4,858 New
RPAM
2020
Rhenman & Partners Asset Management
Sweden
$396K +$136K +1,628 +51%
USGIU
2021
U.S. Global Investors (USGI)
Texas
$394K -$83.5K -1,000 -17%
HIS
2022
Horizon Investment Services
Indiana
$393K +$1.67K +20 +0.4%
EMB
2023
Elefante Mark B
$391K +$21.7K +260 +6%
KM
2024
Kalos Management
Georgia
$390K -$6.52K -78 -2%
BWM
2025
BigSur Wealth Management
Florida
$389K -$20.9K -250 -5%
79 80
81
82 83