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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2001
Transamerica Financial Advisors
Florida
$1.47M -$94.1K -895 -6%
IAMOG
2002
Investors Asset Management of Georgia
Georgia
$1.47M +$8.51K +81 +0.6%
FA
2003
Fiduciary Alliance
South Carolina
$1.46M -$181K -1,718 -11%
LCM
2004
LRT Capital Management
Texas
$1.46M -$460K -4,379 -23%
DIM
2005
Delta Investment Management
California
$1.46M +$8.93K +85 +0.6%
HCM
2006
Huber Capital Management
California
$1.46M +$357K +3,400 +30%
LIG
2007
Lokken Investment Group
Delaware
$1.45M -$2.52K -24 -0.2%
MCA
2008
Millennium Capital Advisors
Arkansas
$1.45M +$5.04K +48 +0.3%
PAA
2009
Peregrine Asset Advisers
Oregon
$1.45M -$3.68K -35 -0.2%
PDL
2010
Portfolio Design Labs
California
$1.45M +$1.52M +14,506 New
LC
2011
LCNB Corp
Ohio
$1.44M +$18.9K +180 +1%
HFAS
2012
Hummer Financial Advisory Services
Illinois
$1.44M – – –
GIM
2013
Guardian Investment Management
California
$1.44M -$52.6K -500 -3%
GC
2014
Gratus Capital
Georgia
$1.44M -$222K -2,111 -13%
NG
2015
Norden Group
Utah
$1.44M -$106K -1,004 -7%
ACM
2016
Armbruster Capital Management
New York
$1.44M – – –
HFS
2017
Howard Financial Services
Texas
$1.44M +$214K +2,036 +17%
TCOTS
2018
Trust Company of the South
North Carolina
$1.44M +$1.51M +14,369 New
MAM
2019
Morse Asset Management
Connecticut
$1.43M +$136K +1,292 +10%
CWM
2020
Chesapeake Wealth Management
Virginia
$1.43M +$210 +2 +0%
SN
2021
Sittner & Nelson
Oregon
$1.43M -$88.3K -840 -6%
AIM
2022
Aspen Investment Management
Michigan
$1.43M +$105 +1 +0%
WIA
2023
Westbourne Investment Advisors
Maryland
$1.43M – – –
EIA
2024
Eldridge Investment Advisors
New Hampshire
$1.42M -$5.25K -50 -0.3%
GCS
2025
Gordian Capital (Singapore)
Singapore
$1.42M – – –
79 80
81
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