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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2001
Perennial Advisors
New York
$497K +$23.2K +442 +5%
HJGA
2002
Hardman Johnston Global Advisors
Connecticut
$496K – – –
JWM
2003
Janiczek Wealth Management
Colorado
$496K +$33.5K +638 +8%
FMB
2004
Field & Main Bank
Kentucky
$494K -$6.4K -122 -1%
TP
2005
Tranquility Partners
Tennessee
$494K +$6.5K +124 +1%
SMF
2006
Sterling Manor Financial
New York
$494K +$124K +2,365 +36%
RBCM
2007
Raub Brock Capital Management
California
$493K – – –
WW
2008
Westshore Wealth
California
$493K +$463K +8,838 New
P
2009
&Partners
Tennessee
$491K +$32.6K +621 +8%
SFM
2010
Signet Financial Management
New Jersey
$490K +$130K +2,489 +40%
WAOTB
2011
Wealth Advisors of Tampa Bay
Florida
$489K – – –
VCG
2012
Vantage Consulting Group
Virginia
$488K +$21K +400 +5%
AWM
2013
Accel Wealth Management
Iowa
$488K +$21.1K +403 +5%
ACH
2014
ArrowMark Colorado Holdings
Colorado
$487K – – –
CFO
2015
CVA Family Office
Colorado
$487K +$326K +6,221 +249%
BFG
2016
Berger Financial Group
Minnesota
$486K +$36.2K +690 +9%
PCP
2017
Proficio Capital Partners
Massachusetts
$484K +$99K +1,888 +28%
CAL
2018
Capital Analysts LLC
Pennsylvania
$484K +$191K +3,639 +72%
OAM
2019
Occidental Asset Management
California
$483K +$105 +2 +0%
BG
2020
Benedetti & Gucer
Georgia
$483K +$454K +8,658 New
KC
2021
Kingfisher Capital
North Carolina
$482K +$2.15K +41 +0.5%
AIM
2022
Alhambra Investment Management
Florida
$482K +$36.7K +700 +9%
SFSIG
2023
San Francisco Sentry Investment Group
California
$482K +$63.8K +1,216 +16%
FNBOH
2024
First National Bank of Hutchinson
Kansas
$481K -$36.8K -702 -8%
BFP
2025
Briaud Financial Planning
Texas
$479K -$166K -3,159 -27%
79 80
81
82 83