Position in IMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$455,473
-$562,044 QoQ
Shares Held
4,066
-47.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 409 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $99,842,773 across 9 Oil & Gas Integrated names. IMO ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
318,160 | $52,738,201 | |
| 2 | NFG |
National Fuel Gas Co
|
299,232 | $23,103,702 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
145,091 | $19,836,841 | |
| 4 | TTE |
TotalEnergies SE
|
15,395 | $1,197,115 | |
| 5 | BP |
Bp PLC
|
22,644 | $836,695 | |
| 6 | SU |
Suncor Energy Inc
|
12,698 | $681,628 | |
| 7 | SHEL |
Shell plc
|
8,105 | $628,461 | |
| 8 | IMO |
Imperial Oil Ltd
This page
|
4,066 | $455,473 |
All Filings in IMO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,473 | 4,066 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,017,517 | 7,778 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||