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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
HJGA
2001
Hardman Johnston Global Advisors
Connecticut
$522K – – –
RBCM
2002
Raub Brock Capital Management
California
$522K – – –
WRM
2003
Weybosset Research & Management
Rhode Island
$522K +$506K +8,872 New
SSW
2004
Smith Shellnut Wilson
Mississippi
$520K +$20.2K +355 +4%
AC
2005
Avenir Corporation
Virginia
$519K +$206K +3,621 +70%
STB
2006
S&T Bank
Pennsylvania
$518K -$63.8K -1,120 -11%
LK
2007
Lumbard & Kellner
New Hampshire
$517K – – –
KPCM
2008
Kings Point Capital Management
New York
$517K +$86.2K +1,512 +21%
WAOTB
2009
Wealth Advisors of Tampa Bay
Florida
$515K – – –
BG
2010
Benedetti & Gucer
Georgia
$515K +$5.7K +100 +1%
TCM
2011
Tradewinds Capital Management
Washington
$514K +$47.3K +830 +10%
KC
2012
Kingfisher Capital
North Carolina
$513K +$2.68K +47 +0.5%
AWP
2013
Ascent Wealth Partners
New York
$512K +$84.1K +1,475 +20%
MMC
2014
Mizuho Markets Cayman
Cayman Islands
$511K -$89.4K -1,568 -15%
IWN
2015
Independent Wealth Network
Iowa
$511K +$455K +7,990 New
COF
2016
Capital One Financial
Virginia
$510K -$44.5K -780 -8%
WP
2017
WealthShield Partners
North Carolina
$509K -$350K -6,150 -42%
OAM
2018
Occidental Asset Management
California
$509K +$171 +3 +0%
BP
2019
Ballentine Partners
Massachusetts
$507K -$239K -4,189 -33%
AWM
2020
Accurate Wealth Management
Florida
$507K -$102K -1,793 -20%
WAS
2021
Wealth Advisory Solutions
Indiana
$507K +$101K +1,773 +26%
SCA
2022
STALEY CAPITAL ADVISERS
Pennsylvania
$504K +$2.79K +49 +0.6%
MWM
2023
MBE Wealth Management
Wisconsin
$503K +$27.8K +487 +6%
EFG
2024
Everhart Financial Group
Ohio
$502K -$108K -1,887 -18%
KWMG
2025
King Wealth Management Group
Florida
$500K +$131K +2,302 +37%
79 80
81
82 83