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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
2001
Insight 2811 Inc
Illinois
$383K -$23.3K -293 -6%
CCP
2002
Clarkston Capital Partners
Michigan
$383K – – –
DAM
2003
Deltec Asset Management
New York
$382K -$191K -2,400 -34%
JCM
2004
Jag Capital Management
Missouri
$382K -$77.3K -973 -17%
CAM
2005
ClariVest Asset Management
California
$380K -$14.1K -178 -4%
KM
2006
Kalos Management
Georgia
$380K +$369K +4,647 New
SG
2007
StoneX Group
New York
$379K -$3.32M -41,765 -90%
EMB
2008
Elefante Mark B
$378K -$22.6K -285 -6%
AIA
2009
Arbor Investment Advisors
North Carolina
$376K -$6.19K -78 -2%
BA
2010
BKS Advisors
Michigan
$376K +$95.7K +1,205 +36%
CSIA
2011
Charles Schwab Investment Advisory
California
$376K +$365K +4,591 New
JWM
2012
Janiczek Wealth Management
Colorado
$375K – – –
ORI
2013
Oak Ridge Investments
Illinois
$374K +$363K +4,567 New
CD
2014
Carl Domino
Florida
$372K – – –
OIM
2015
Orca Investment Management
Oregon
$371K – – –
VIMU
2016
Veritas Investment Management (UK)
United Kingdom
$370K – – –
FAM
2017
Foresters Asset Management
Ontario, Canada
$369K – – –
MCIA
2018
Mountain Capital Investment Advisors
Colorado
$369K +$186K +2,339 +108%
HS
2019
Huntington Steele
Pennsylvania
$365K -$21K -264 -6%
EF
2020
Empirical Finance
Pennsylvania
$365K – – –
WCMN
2021
Westchester Capital Management (Nebraska)
Nebraska
$364K +$252K +3,175 +250%
RWMH
2022
Riverpoint Wealth Management Holdings
Illinois
$362K +$556 +7 +0.2%
IP
2023
Intellectus Partners
California
$358K -$141K -1,779 -29%
FCMC
2024
Founders Capital Management (Connecticut)
Connecticut
$356K -$1.17M -14,755 -77%
NWM
2025
Northwest Wealth Management
Iowa
$356K -$213K -2,683 -38%
79 80
81
82 83