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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2001
Waddell & Associates
Tennessee
$1.75M -$59.2K -554 -3%
SP
2002
Symmetry Partners
Connecticut
$1.75M -$40.1K -375 -2%
MIAS
2003
Mason Investment Advisory Services
Virginia
$1.74M +$709K +6,633 +69%
OAM
2004
Oak Asset Management
California
$1.74M -$16K -150 -0.9%
FCA
2005
Fortis Capital Advisors
Kansas
$1.73M -$36.6K -342 -2%
SDWMA
2006
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.73M -$321 -3 -0%
SAM
2007
Sawgrass Asset Management
Florida
$1.73M -$107K -1,005 -6%
EFMC
2008
Empire Financial Management Company
New York
$1.73M -$214K -2,000 -11%
PWA
2009
Providence Wealth Advisors
Illinois
$1.73M -$122K -1,144 -7%
M1FG
2010
Mach-1 Financial Group
Arkansas
$1.73M +$383K +3,580 +29%
SEP
2011
Southland Equity Partners
Missouri
$1.73M -$140K -1,308 -8%
NCM
2012
Northside Capital Management
Oregon
$1.73M +$881K +8,244 +106%
CWS
2013
Cypress Wealth Services
California
$1.73M -$1.39K -13 -0.1%
TCM
2014
Traynor Capital Management
Pennsylvania
$1.73M -$766K -7,164 -31%
JWWM
2015
Johnson & White Wealth Management
Pennsylvania
$1.73M +$400K +3,742 +31%
PP
2016
Pingora Partners
Wyoming
$1.73M – – –
PIMG
2017
Patriot Investment Management Group
Tennessee
$1.72M +$362K +3,382 +27%
IWS
2018
Insight Wealth Strategies
California
$1.72M -$15K -140 -0.9%
WAM
2019
Walker Asset Management
Missouri
$1.72M +$15K +140 +0.9%
HCM
2020
Highview Capital Management
Illinois
$1.72M +$23.4K +219 +1%
GF
2021
Goodman Financial
Texas
$1.72M – – –
SCM
2022
Steele Capital Management
Iowa
$1.71M +$2.89K +27 +0.2%
HCP
2023
Hardin Capital Partners
South Carolina
$1.71M -$46.4K -434 -3%
RIG
2024
Renaissance Investment Group
Massachusetts
$1.71M -$10.7K -100 -0.6%
LWM
2025
Lakeridge Wealth Management
Ohio
$1.71M -$52.9K -495 -3%
79 80
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