Position in IMO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,001,038
-$979,314 QoQ
Shares Held
107,133
+8.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 409 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,975,135,844 across 17 Oil & Gas Integrated names. IMO ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
7,082,157 | $968,272,505 | |
| 2 | CVX |
Chevron Corp
|
4,359,921 | $722,700,504 | |
| 3 | TTE |
TotalEnergies SE
|
1,249,548 | $97,164,852 | |
| 4 | SHEL |
Shell plc
|
931,658 | $72,240,761 | |
| 5 | BP |
Bp PLC
|
1,194,288 | $44,128,941 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
816,963 | $12,995,479 | |
| 7 | IMO |
Imperial Oil Ltd
This page
|
107,133 | $12,001,038 | |
| 8 | SU |
Suncor Energy Inc
|
222,394 | $11,938,109 |
All Filings in IMO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,001,038 | 107,133 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,980,352 | 99,223 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,106,654 | 105,511 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,004,039 | 99,229 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,247,224 | 91,183 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,763,325 | 79,692 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,910,908 | 47,255 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,215,197 | 45,638 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,952,017 | 43,253 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,748,332 | 39,756 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,267,011 | 39,640 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,365,056 | 38,400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,374,413 | 26,865 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,274,365 | 25,081 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,211,968 | 24,866 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,047,220 | 24,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,471,904 | 31,244 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,279,272 | 26,475 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $738,245 | 20,450 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $647,043 | 20,502 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $464,724 | 15,287 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||