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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2001
Morse Asset Management
Connecticut
$1.66M +$105 +1 +0%
SN
2002
Sittner & Nelson
Oregon
$1.66M +$628 +6 +0%
IAMOG
2003
Investors Asset Management of Georgia
Georgia
$1.66M -$36.1K -345 -2%
WIA
2004
Westbourne Investment Advisors
Maryland
$1.66M – – –
TCOTS
2005
Trust Company of the South
North Carolina
$1.66M -$12.6K -120 -0.8%
WW
2006
Waterfront Wealth
Kansas
$1.65M +$1.57K +15 +0.1%
CFS
2007
Commonwealth Financial Services
West Virginia
$1.65M – – –
BFPW
2008
BOK Financial Private Wealth
Colorado
$1.65M +$32.4K +310 +2%
GCS
2009
Gordian Capital (Singapore)
Singapore
$1.65M – – –
BEAM
2010
Baker Ellis Asset Management
Washington
$1.65M +$624K +5,960 +72%
AIM
2011
Aspen Investment Management
Michigan
$1.65M -$7.12K -68 -0.5%
BE
2012
Bonness Enterprises
District of Columbia
$1.65M – – –
GSWM
2013
Greenup Street Wealth Management
Michigan
$1.65M +$1.48M +14,180 New
KBG
2014
Kahn Brothers Group
New York
$1.65M -$110K -1,056 -7%
CA
2015
Calton & Associates
Florida
$1.65M -$753K -7,198 -34%
TA
2016
TrueWealth Advisors
Alabama
$1.64M +$6.28K +60 +0.4%
MPM
2017
MBB Public Markets
Illinois
$1.64M +$1.47M +14,071 New
ES
2018
Eagle Strategies
New York
$1.63M -$2.14M -20,419 -59%
APWM
2019
Atlas Private Wealth Management
New York
$1.63M -$13K -124 -0.9%
SWIM
2020
Smallwood Wealth Investment Management
New Jersey
$1.63M +$19.7K +188 +1%
MWA
2021
Moser Wealth Advisors
Washington
$1.63M +$143K +1,366 +11%
PAMG
2022
Patton Albertson Miller Group
Tennessee
$1.63M -$97K -927 -6%
SCA
2023
Sippican Capital Advisors
Massachusetts
$1.63M -$225K -2,150 -13%
CWM
2024
Chesapeake Wealth Management
Virginia
$1.63M -$29.2K -279 -2%
IP
2025
Ignite Planners
California
$1.63M -$219K -2,096 -13%
79 80
81
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