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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRB
2001
Chad R. Baker
$2.78M – – –
WCFA
2002
Walkner Condon Financial Advisors
Wisconsin
$2.78M -$140K -960 -6%
WA
2003
WealthTrust Axiom
Pennsylvania
$2.78M -$59.5K -408 -2%
IWS
2004
Insight Wealth Strategies
California
$2.78M -$155K -1,065 -6%
BI
2005
BluePrint Investing
California
$2.78M – – –
HCMG
2006
Howard Capital Management Group
California
$2.77M +$292 +2 +0%
NERM
2007
New England Research & Management
Illinois
$2.77M -$517K -3,543 -18%
LCM
2008
Lazari Capital Management
California
$2.76M -$566K -3,880 -19%
AT
2009
Adelphi Trust
Florida
$2.76M +$91.2K +625 +4%
GLR
2010
Great Lakes Retirement
Ohio
$2.76M +$70.6K +484 +3%
MIAS
2011
Mason Investment Advisory Services
Virginia
$2.76M -$1.46K -10 -0.1%
ECA
2012
Elevated Capital Advisors
Utah
$2.76M -$549K -3,760 -19%
FBC
2013
Fairfield, Bush & Co
Connecticut
$2.75M -$173K -1,187 -7%
BTWM
2014
Baker Tilly Wealth Management
Wisconsin
$2.75M -$313K -2,144 -12%
RIA
2015
Rhodes Investment Advisors
Texas
$2.75M -$20.1K -138 -0.8%
FCM
2016
Fire Capital Management
California
$2.75M -$301K -2,060 -11%
HCM
2017
Highview Capital Management
Illinois
$2.75M +$178K +1,220 +8%
ICM
2018
Islay Capital Management
Texas
$2.75M -$129K -882 -5%
NCM
2019
NCM Capital Management
New Jersey
$2.75M -$186K -1,275 -7%
SOAM
2020
SBI Okasan Asset Management
Japan
$2.74M -$73K -500 -3%
IJWM
2021
Inman Jager Wealth Management
Mississippi
$2.74M +$56.5K +387 +2%
TPA
2022
Trivium Point Advisory
Connecticut
$2.74M -$730K -5,005 -24%
WDG
2023
Wealth Dimensions Group
Ohio
$2.74M -$160K -1,095 -6%
VC
2024
Vicus Capital
Pennsylvania
$2.74M -$168K -1,149 -7%
WCM
2025
WealthBridge Capital Management
Ohio
$2.73M +$56K +384 +2%
79 80
81
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