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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2001
Coho Partners
Pennsylvania
$973K +$3.16K +35 +0.3%
MWM
2002
Madison Wealth Management
Ohio
$972K +$19K +211 +2%
LAM
2003
LifePro Asset Management
California
$971K -$9.83K -109 -1%
APWM
2004
Atlas Private Wealth Management
New York
$971K +$205K +2,275 +25%
CAC
2005
Certified Advisory Corp
Florida
$968K +$3.25K +36 +0.3%
HFM
2006
Harvest Fund Management
China
$964K +$400K +4,430 +65%
RIM
2007
Regent Investment Management
Kentucky
$963K -$5.41K -60 -0.5%
PCMN
2008
Paradigm Capital Management (Nevada)
Nevada
$963K +$162K +1,795 +19%
IWP
2009
Insight Wealth Partners
Texas
$959K +$90.5K +1,003 +10%
AL
2010
ADE LLC
Maryland
$958K – – –
OQS
2011
Occudo Quantitative Strategies
Florida
$958K +$1.01M +11,184 New
UFF
2012
USA Financial Formulas
Michigan
$955K -$81.2K -900 -7%
ICM
2013
Islay Capital Management
Texas
$955K -$64K -709 -6%
CAAM
2014
Cornerstone Advisors Asset Management
Pennsylvania
$954K +$446K +4,944 +80%
CHA
2015
Carmichael Hill & Associates
Maryland
$951K +$21.2K +235 +2%
BMM
2016
Berkshire Money Management
Massachusetts
$949K -$2.53K -28 -0.3%
SAM
2017
Sequent Asset Management
Texas
$949K +$271 +3 +0%
KIG
2018
Kowal Investment Group
Wisconsin
$949K +$83.4K +925 +9%
MS
2019
Maven Securities
Jersey
$947K +$591K +6,553 +146%
RC
2020
Roundview Capital
New Jersey
$944K +$361 +4 +0%
TCMG
2021
TSP Capital Management Group
New Jersey
$942K – – –
GAAM
2022
Guinness Atkinson Asset Management
California
$940K -$18.4K -204 -2%
RCM
2023
RB Capital Management
Nevada
$940K +$74.5K +826 +8%
FA
2024
Fagan Associates
New York
$938K +$166K +1,835 +20%
SC
2025
Saybrook Capital
North Carolina
$935K -$51.9K -575 -5%
79 80
81
82 83