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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
2001
Signature Estate & Investment Advisors
California
$407K -$53.8K -657 -12%
SCI
2002
Stableford Capital II
Arizona
$407K -$33.5K -409 -8%
VFA
2003
Virtus Fund Advisers
Connecticut
$406K -$111M -1,359,644 -100%
PIM
2004
Provident Investment Management
Michigan
$405K – – –
HCM
2005
Hengehold Capital Management
Ohio
$404K -$16.3K -199 -4%
SIG
2006
Schaller Investment Group
North Carolina
$404K – – –
MFT
2007
Moisand Fitzgerald Tamayo
Florida
$402K – – –
I2I
2008
Insight 2811 Inc
Illinois
$401K -$73.6K -900 -15%
IFS
2009
Ifrah Financial Services
Arkansas
$401K – – –
MAA
2010
Mraz Amerine & Associates
California
$399K +$82 +1 +0%
CC
2011
Cognios Capital
Kansas
$399K +$1.55K +19 +0.4%
RVPG
2012
Relative Value Partners Group
$397K -$260K -3,180 -39%
SHWM
2013
Smith & Howard Wealth Management
Georgia
$396K -$9.49K -116 -2%
ICM
2014
IMS Capital Management
Oregon
$396K +$245 +3 +0.1%
BPCE
2015
Bank Pictet & Cie (Europe)
Germany
$395K -$11.5K -140 -3%
EMB
2016
Elefante Mark B
$394K +$11.5K +140 +3%
FIM
2017
Friedberg Investment Management
Texas
$393K -$73.6K -900 -16%
PCM
2018
Pointe Capital Management
Michigan
$391K -$5.73K -70 -1%
CAM
2019
ClariVest Asset Management
California
$389K -$7.86K -96 -2%
RPAM
2020
Rhenman & Partners Asset Management
Sweden
$389K – – –
RPG
2021
Risk Paradigm Group
Texas
$383K -$128K -1,563 -25%
PFC
2022
Poplar Forest Capital
California
$381K -$24.5K -300 -6%
HS
2023
Huntington Steele
Pennsylvania
$381K – – –
BIAS
2024
Beacon Investment Advisory Services
New Jersey
$379K +$56.5K +691 +17%
MWM
2025
Meridian Wealth Management
Kentucky
$378K -$932K -11,393 -71%
79 80
81
82 83