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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2001
Tandem Investment Advisors
South Carolina
$705K -$78.3K -1,027 -11%
WI
2002
Wintrust Investments
Illinois
$704K +$21.1K +277 +3%
CSM
2003
CAMG Solamere Management
North Carolina
$703K -$587K -7,705 -47%
SMFS
2004
Squar Milner Financial Services
California
$703K -$16.8K -220 -2%
HPWM
2005
Highland Private Wealth Management
Washington
$701K +$13.5K +177 +2%
SIA
2006
Strategic Investment Advisors
Michigan
$690K +$41.2K +541 +7%
GSWM
2007
Golden State Wealth Management
California
$689K +$650K +8,527 New
WPA
2008
West Paces Advisors
Georgia
$688K -$17.6K -231 -3%
QIM
2009
Quest Investment Management
Oregon
$687K – – –
CCMW
2010
Cypress Capital Management (Wyoming)
Wyoming
$686K -$610 -8 -0.1%
FAN
2011
Financial Advisors Network
California
$686K +$39.7K +521 +6%
EFL
2012
ERn Financial LLC
Wisconsin
$685K +$211K +2,766 +49%
PFA
2013
Pettinga Financial Advisors
Indiana
$682K -$6.63K -87 -1%
MAA
2014
Mraz Amerine & Associates
California
$679K -$17.2K -226 -3%
PWS
2015
Paragon Wealth Strategies
Florida
$678K +$229 +3 +0%
GAM
2016
Garrison Asset Management
Arkansas
$670K +$152 +2 +0%
NEIRG
2017
New England Investment & Retirement Group
Massachusetts
$670K +$633K +8,298 New
SFI
2018
SPC Financial Inc
Maryland
$667K +$10.8K +141 +2%
PFM
2019
Probabilities Fund Management
New York
$666K -$41.9K -549 -6%
BCIM
2020
Bishop & Co Investment Management
Pennsylvania
$664K -$119K -1,567 -16%
PP
2021
Prospector Partners
Connecticut
$663K – – –
WFWM
2022
Wechter Feldman Wealth Management
New Jersey
$663K – – –
CPA
2023
Clear Perspective Advisors
Illinois
$659K +$15.2K +200 +3%
RCM
2024
RB Capital Management
Nevada
$658K -$35.4K -464 -5%
HC
2025
HNP Capital
New York
$658K -$19.8K -260 -3%
79 80
81
82 83