We are live on ! Find out more
XOM icon

ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2001
Concord Wealth Partners
Virginia
$352K +$320K +8,529 New
LBC
2002
Lawrence B. Cohen
$350K -$918K -24,490 -74%
PA
2003
Perennial Advisors
New York
$349K – – –
TCM
2004
Tributary Capital Management
Nebraska
$348K -$7.5K -200 -2%
IC
2005
Intersect Capital
California
$347K +$315K +8,408 New
ACWM
2006
Adams Chetwood Wealth Management
North Carolina
$346K -$109K -2,898 -26%
BONST
2007
Bank of Nova Scotia Trust
Ontario, Canada
$346K +$187 +5 +0.1%
IRC
2008
Investors Research Corp
Georgia
$344K -$24.9K -663 -7%
PCMC
2009
Private Capital Management (Colorado)
Colorado
$344K +$53K +1,414 +20%
AWM
2010
Accel Wealth Management
Iowa
$344K +$313K +8,341 New
VCG
2011
Vantage Consulting Group
Virginia
$344K +$313K +8,341 New
GCM
2012
Gables Capital Management
Florida
$343K – – –
HG
2013
Harbor Group
New Hampshire
$343K +$265K +7,081 New
RFP
2014
Roth Financial Partners
Texas
$343K +$312K +8,331 New
CAM
2015
Concorde Asset Management
Michigan
$342K -$138K -3,675 -31%
FNC
2016
First National Corp
Massachusetts
$342K -$22K -588 -7%
QIM
2017
Quest Investment Management
Oregon
$342K – – –
JWM
2018
Janiczek Wealth Management
Colorado
$340K +$88.4K +2,359 +40%
PCH
2019
PGIM Custom Harvest
New Jersey
$340K +$257K +6,865 New
PTP
2020
Platform Technology Partners
New York
$339K -$126K -3,364 -29%
GG
2021
Greenwood Gearhart
Arkansas
$339K -$27.4K -732 -8%
SSW
2022
Smith Shellnut Wilson
Mississippi
$339K +$26.1K +696 +9%
BMCM
2023
Bryn Mawr Capital Management
Pennsylvania
$339K +$77.1K +2,056 +33%
BFG
2024
Baron Financial Group
New Jersey
$338K -$3.75K -100 -1%
NWA
2025
New World Advisors
Massachusetts
$338K +$3.75K +100 +1%
79 80
81
82 83