We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2001
Addison Capital
Pennsylvania
$601K -$11.6K -161 -2%
SDWIA
2002
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$601K +$6.65K +92 +1%
QIM
2003
Quest Investment Management
Oregon
$600K – – –
AWM
2004
AllSquare Wealth Management
New York
$599K -$94K -1,300 -13%
CW
2005
CreativeOne Wealth
Kansas
$599K -$16.3K -225 -3%
CCM
2006
Carlson Capital Management
Minnesota
$599K +$12.4K +172 +2%
NCM
2007
Northside Capital Management
Oregon
$598K +$105K +1,454 +21%
SSW
2008
Smith Shellnut Wilson
Mississippi
$596K +$63.7K +881 +12%
MAA
2009
Mraz Amerine & Associates
California
$593K – – –
TFO
2010
Tarbox Family Office
California
$592K -$1.37K -19 -0.2%
RIS
2011
Retirement Income Solutions
Michigan
$587K +$50.2K +694 +9%
WIP
2012
Wellesley Investment Partners
Massachusetts
$586K +$64.3K +889 +12%
GAM
2013
Garrison Asset Management
Arkansas
$585K +$145 +2 +0%
WPA
2014
West Paces Advisors
Georgia
$584K +$8.1K +112 +1%
DC
2015
DeDora Capital
California
$583K +$18.1K +251 +3%
FSWA
2016
Financial Synergies Wealth Advisors
Texas
$582K +$3.11K +43 +0.5%
KPCM
2017
Kings Point Capital Management
New York
$581K +$56.8K +785 +11%
BCIM
2018
Bishop & Co Investment Management
Pennsylvania
$580K – – –
RA
2019
Rational Advisors
New York
$579K -$60K -830 -9%
ZF
2020
Zhang Financial
Michigan
$578K -$21.7K -300 -4%
WC
2021
Whitney & Co
New York
$578K +$39.8K +550 +7%
PFM
2022
Probabilities Fund Management
New York
$575K – – –
VRM
2023
Vectors Research Management
New York
$575K – – –
FDCC
2024
Foster Dykema Cabot & Co
Massachusetts
$574K -$65.9K -912 -10%
PD
2025
Planning Directions
Pennsylvania
$571K -$58.4K -807 -9%
79 80
81
82 83