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ExxonMobil
XOM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2026
Burt Wealth Advisors
Maryland
$1.34M -$33.7K -309 -2%
SCM
2027
Schnieders Capital Management
California
$1.34M -$23.2K -213 -2%
MHWM
2028
Montz Harcus Wealth Management
Louisiana
$1.34M +$24.1K +221 +2%
PWP
2029
Private Wealth Partners
California
$1.34M +$54.6K +500 +4%
LF
2030
LifeSteps Financial
California
$1.34M +$3.38K +31 +0.2%
AI
2031
Accredited Investors
Minnesota
$1.34M +$489K +4,485 +56%
EFL
2032
ERn Financial LLC
Wisconsin
$1.33M +$1.75K +16 +0.1%
MWM
2033
Moulton Wealth Management
Washington
$1.33M +$11.2K +103 +0.8%
OHWP
2034
Oak Harbor Wealth Partners
North Carolina
$1.33M -$21.8K -200 -2%
SWMP
2035
Signature Wealth Management Partners
New Jersey
$1.33M -$1.01M -9,274 -43%
AC
2036
AlphaCore Capital
California
$1.33M +$866K +7,940 +419%
WDL
2037
Well Done LLC
Michigan
$1.32M -$12.3K -113 -0.9%
IA
2038
Inspire Advisors
Idaho
$1.32M +$99.8K +915 +8%
SG
2039
Somerset Group
Minnesota
$1.32M – – –
CWS
2040
Cypress Wealth Services
California
$1.32M -$134K -1,229 -9%
AFG
2041
Alterity Financial Group
Maine
$1.32M -$2.73K -25 -0.2%
RH
2042
RFG Holdings
Texas
$1.32M – – –
DA
2043
Dover Advisors
Virginia
$1.31M +$87.7K +804 +7%
BPC
2044
Banque Pictet & Cie
Switzerland
$1.31M -$57.8K -530 -4%
AIM
2045
Athena Investment Management
California
$1.31M -$4.58K -42 -0.3%
CL
2046
CSS LLC
Illinois
$1.3M -$1.2M -11,000 -47%
FA
2047
Faithward Advisors
Pennsylvania
$1.3M +$395K +3,620 +45%
MIC
2048
Meridian Investment Counsel
California
$1.3M – – –
LRPA
2049
L. Roy Papp & Associates
Arizona
$1.3M +$12.8K +117 +1%
EWM
2050
Evergreen Wealth Management
Michigan
$1.3M -$282K -2,585 -18%
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