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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2026
ArchPoint Investors
Florida
$599K -$216K -2,750 -24%
PFM
2027
Probabilities Fund Management
New York
$599K +$15.7K +200 +2%
TCM
2028
Teza Capital Management
Illinois
$599K +$689K +8,787 New
BCI
2029
Brinker Capital Investments
Pennsylvania
$598K +$18.7K +238 +3%
IA
2030
Independence Advisors
Pennsylvania
$597K -$21.5K -274 -3%
WPA
2031
West Paces Advisors
Georgia
$596K -$6.9K -88 -1%
WA
2032
Wealthstar Advisors
Texas
$596K +$628 +8 +0.1%
ZAM
2033
Zevin Asset Management
Massachusetts
$596K +$11.1K +141 +2%
CA
2034
Cambridge Advisors
Nebraska
$596K +$24.6K +313 +4%
BFPW
2035
BOK Financial Private Wealth
Colorado
$595K -$367K -4,683 -35%
CFSG
2036
Community Financial Services Group
Vermont
$591K -$363K -4,623 -35%
SDAM
2037
Shulman DeMeo Asset Management
New York
$591K +$679K +8,660 New
HCM
2038
Hilton Capital Management
New York
$588K +$12.9K +164 +2%
MAA
2039
Mraz Amerine & Associates
California
$588K +$118K +1,500 +21%
RCM
2040
RB Capital Management
Nevada
$587K +$67.4K +859 +11%
SDWIA
2041
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$582K +$669K +8,533 New
PFA
2042
Pettinga Financial Advisors
Indiana
$581K +$668K +8,520 New
HPWM
2043
Highland Private Wealth Management
Washington
$580K -$41.3K -526 -6%
QIM
2044
Quest Investment Management
Oregon
$580K – – –
TCM
2045
Tributary Capital Management
Nebraska
$580K – – –
CCMW
2046
Cypress Capital Management (Wyoming)
Wyoming
$579K +$108K +1,372 +19%
CCM
2047
Carlson Capital Management
Minnesota
$578K +$28.1K +358 +4%
JLBC
2048
J.L. Bainbridge & Co
Florida
$577K – – –
CYG
2049
Clean Yield Group
Vermont
$576K +$181K +2,304 +37%
WI
2050
Wintrust Investments
Illinois
$575K -$90.7K -1,156 -12%
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