We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2001
Winton Group
United Kingdom
$635K +$51.2K +653 +8%
SBA
2002
Secrest Blakey & Associates
North Carolina
$635K +$89.4K +1,139 +14%
EWM
2003
Executive Wealth Management
Michigan
$635K +$731K +9,314 New
WF
2004
WoodTrust Financial
Wisconsin
$634K -$2.07M -26,349 -74%
APC
2005
Aspire Private Capital
North Carolina
$633K +$728K +9,282 New
SSA
2006
South Street Advisors
New York
$631K – – –
ACM
2007
Adalta Capital Management
New York
$630K -$78.5K -1,000 -10%
PCTC
2008
Perkins Coie Trust Company
Washington
$629K – – –
IRC
2009
Investors Research Corp
Georgia
$627K – – –
FAN
2010
Financial Advisors Network
California
$626K +$720K +9,176 New
LCAM
2011
London & Capital Asset Management
United Kingdom
$623K +$717K +9,134 New
CHA
2012
Cedar Hill Associates
Illinois
$620K -$412K -5,245 -37%
EIP
2013
Ellis Investment Partners
Pennsylvania
$620K +$699K +8,905 New
RBCM
2014
Raub Brock Capital Management
California
$617K – – –
PCM
2015
Perritt Capital Management
Illinois
$614K -$7.85K -100 -1%
WA
2016
Waverly Advisors
Alabama
$613K -$1.24M -15,838 -64%
MM
2017
Meridian Management
Arkansas
$613K – – –
PPW
2018
Pasadena Private Wealth
California
$613K +$705K +8,984 New
IC
2019
Inscription Capital
Texas
$613K +$705K +8,990 New
TFO
2020
Tarbox Family Office
California
$612K -$5.18K -66 -0.7%
SMFS
2021
Squar Milner Financial Services
California
$609K +$84.7K +1,080 +14%
WC
2022
Whitney & Co
New York
$607K -$142K -1,805 -18%
AFP
2023
Ausdal Financial Partners
Iowa
$603K -$617K -7,868 -47%
CM
2024
Columbus Macro
Pennsylvania
$603K +$694K +8,842 New
LK
2025
Lumbard & Kellner
New Hampshire
$600K – – –
79 80
81
82 83