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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
2001
Arax Advisory Partners
Colorado
$1.37M +$28.5K +261 +2%
EP
2002
EPIQ Partners
Minnesota
$1.37M – – –
PPC
2003
Park Place Capital
Alabama
$1.37M +$23K +211 +2%
GWANC
2004
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.37M +$182K +1,668 +15%
CRWM
2005
Castle Rock Wealth Management
California
$1.37M +$34.5K +316 +3%
LA
2006
Legacy Advisors
Pennsylvania
$1.36M +$715K +6,554 +106%
KAM
2007
KEB Asset Management
Illinois
$1.36M – – –
EWA
2008
EverSource Wealth Advisors
Alabama
$1.36M +$29.2K +268 +2%
LAM
2009
Lifestyle Asset Management
Texas
$1.36M -$678K -6,210 -33%
AIP
2010
ARS Investment Partners
New York
$1.36M – – –
AWA
2011
Amplius Wealth Advisors
Pennsylvania
$1.36M +$86.9K +796 +7%
IP
2012
Investment Partners
Ohio
$1.36M -$194K -1,779 -12%
TB
2013
Terril Brothers
Missouri
$1.35M +$1.96K +18 +0.1%
TWM
2014
Thrive Wealth Management
Pennsylvania
$1.35M +$13.6K +125 +1%
CFA
2015
Capstone Financial Advisors
Illinois
$1.35M +$2.62K +24 +0.2%
OCPWS
2016
One Charles Private Wealth Services
Massachusetts
$1.35M +$2.07K +19 +0.2%
DI
2017
Disciplined Investments
Oklahoma
$1.35M -$803K -7,363 -37%
PIFP
2018
Partners in Financial Planning
Virginia
$1.35M – – –
RB
2019
Renasant Bank
Mississippi
$1.35M +$64.5K +591 +5%
MPPLM
2020
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.35M +$200K +1,834 +17%
PWM
2021
Prosperity Wealth Management
California
$1.34M +$48K +440 +4%
TFCP
2022
Twin Focus Capital Partners
Massachusetts
$1.34M +$902K +8,270 +194%
GFP
2023
Gryphon Financial Partners
Ohio
$1.34M -$98.1K -899 -7%
CG
2024
Castellan Group
Kentucky
$1.34M +$111K +1,014 +9%
CA
2025
Corrado Advisors
New Jersey
$1.34M -$6K -55 -0.4%
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