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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2001
IMS Capital Management
Oregon
$403K +$159 +2 +0%
IWA
2002
IBEX Wealth Advisors
New Jersey
$401K -$26.7K -336 -6%
HCM
2003
Heathbridge Capital Management
Ontario, Canada
$398K +$139K +1,750 +56%
CA
2004
Continuum Advisory
Idaho
$397K -$41.1K -517 -10%
AW
2005
Alpha Windward
Massachusetts
$393K -$37K -466 -9%
BWM
2006
BigSur Wealth Management
Florida
$387K – – –
PFC
2007
Poplar Forest Capital
California
$387K – – –
TPW
2008
Tiller Private Wealth
Pennsylvania
$386K -$125K -1,568 -25%
MIM
2009
Midwest Investment Management
Ohio
$384K – – –
I2I
2010
Insight 2811 Inc
Illinois
$383K -$23.3K -293 -6%
CCP
2011
Clarkston Capital Partners
Michigan
$383K – – –
DAM
2012
Deltec Asset Management
New York
$382K -$191K -2,400 -34%
JCM
2013
Jag Capital Management
Missouri
$382K -$77.3K -973 -17%
CAM
2014
ClariVest Asset Management
California
$380K -$14.1K -178 -4%
KM
2015
Kalos Management
Georgia
$380K +$369K +4,647 New
SG
2016
StoneX Group
New York
$379K -$3.32M -41,765 -90%
EMB
2017
Elefante Mark B
$378K -$22.6K -285 -6%
AIA
2018
Arbor Investment Advisors
North Carolina
$376K -$6.19K -78 -2%
BA
2019
BKS Advisors
Michigan
$376K +$95.7K +1,205 +36%
CSIA
2020
Charles Schwab Investment Advisory
California
$376K +$365K +4,591 New
JWM
2021
Janiczek Wealth Management
Colorado
$375K – – –
ORI
2022
Oak Ridge Investments
Illinois
$374K +$363K +4,567 New
CD
2023
Carl Domino
Florida
$372K – – –
OIM
2024
Orca Investment Management
Oregon
$371K – – –
VIMU
2025
Veritas Investment Management (UK)
United Kingdom
$370K – – –
79 80
81
82 83