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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Aviso Wealth Management
Washington
$1.94M +$348K +3,150 +24%
PCM
2002
Payne Capital Management
New York
$1.94M +$177K +1,600 +11%
STA
2003
Smith Thornton Advisors
Alabama
$1.94M +$38.5K +348 +2%
IP
2004
Investment Partners
Ohio
$1.93M +$72.4K +655 +4%
MCP
2005
Martin Capital Partners
Oregon
$1.93M +$10.3K +93 +0.6%
EFSCE
2006
Enterprise Financial Services Corp (EFSC)
Missouri
$1.93M -$67K -606 -4%
OAM
2007
Oak Asset Management
California
$1.93M -$63.6K -575 -3%
ECA
2008
Elevated Capital Advisors
Utah
$1.93M -$46.3K -419 -3%
WCM
2009
WealthBridge Capital Management
Ohio
$1.92M +$145K +1,307 +9%
HCP
2010
Hardin Capital Partners
South Carolina
$1.92M +$6.53K +59 +0.4%
SDWMA
2011
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.91M -$16.1K -146 -0.9%
CIA
2012
Compass Ion Advisors
Pennsylvania
$1.91M -$41.1K -372 -2%
VC
2013
Vicus Capital
Pennsylvania
$1.91M +$101K +915 +6%
CWS
2014
Cypress Wealth Services
California
$1.91M +$32.1K +290 +2%
WA
2015
WealthTrust Axiom
Pennsylvania
$1.91M -$16.7K -151 -0.9%
PP
2016
Pingora Partners
Wyoming
$1.9M -$73K -660 -4%
TL
2017
Tradewinds LLC
North Carolina
$1.9M +$34.5K +312 +2%
RIG
2018
Renaissance Investment Group
Massachusetts
$1.9M -$128K -1,154 -7%
MCCA
2019
Mill Creek Capital Advisors
Pennsylvania
$1.9M -$68K -615 -4%
CPW
2020
Cove Private Wealth
New York
$1.9M +$576K +5,210 +49%
USB
2021
Union Savings Bank
Connecticut
$1.89M +$13.6K +123 +0.8%
WOC
2022
West Oak Capital
California
$1.89M -$31.5K -285 -2%
IC
2023
Iconiq Capital
California
$1.89M -$397K -3,587 -18%
HTHT
2024
Hemenway Trust Hemenway Trust
New Hampshire
$1.89M -$65.6K -593 -4%
GF
2025
Goodman Financial
Texas
$1.89M -$60.9K -551 -3%
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