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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2001
Columbia Trust
Oregon
$710K +$704K +10,186 New
CFA
2002
Cahill Financial Advisors
Minnesota
$709K -$8.85K -128 -1%
SBA
2003
Secrest Blakey & Associates
North Carolina
$708K -$16.2K -234 -2%
TCCM
2004
Timber Creek Capital Management
Massachusetts
$708K – – –
ANB
2005
Amarillo National Bank
Texas
$707K -$59.1K -855 -8%
CM
2006
CoreCommodity Management
Connecticut
$704K +$8.78K +127 +1%
WAG
2007
Winthrop Advisory Group
Massachusetts
$703K -$149K -2,153 -18%
CCM
2008
Carlson Capital Management
Minnesota
$699K +$106K +1,531 +18%
BBP
2009
Banco BTG Pactual
Brazil
$698K +$269K +3,887 +64%
LWM
2010
Lyell Wealth Management
California
$691K -$13.7K -198 -2%
HCM
2011
Hilton Capital Management
New York
$691K +$46.5K +672 +7%
BMM
2012
Berkshire Money Management
Massachusetts
$689K +$415 +6 +0.1%
RWA
2013
Redhawk Wealth Advisors
Minnesota
$688K +$203K +2,936 +42%
QI
2014
Qtron Investments
Massachusetts
$687K -$70.6K -1,021 -9%
MIM
2015
Miller Investment Management
Pennsylvania
$685K – – –
EDRIA
2016
Edmonds Duncan Registered Investment Advisors
Kansas
$684K – – –
HIM
2017
Hotaling Investment Management
Pennsylvania
$683K +$3.6K +52 +0.5%
AFP
2018
Ausdal Financial Partners
Iowa
$683K +$18.6K +269 +3%
P
2019
&Partners
Tennessee
$683K +$210K +3,040 +45%
NWA
2020
New World Advisors
Massachusetts
$681K – – –
ST
2021
Sentinel Trust
Texas
$681K – – –
AFM
2022
Abbot Financial Management
Massachusetts
$680K +$26.7K +386 +4%
GG
2023
Gleason Group
Kentucky
$679K +$673K +9,735 New
WAM
2024
Winslow Asset Management
Ohio
$678K -$59.2K -856 -8%
PCM
2025
Pennsylvania Capital Management
Pennsylvania
$678K +$672K +9,716 New
79 80
81
82 83