Position in IMO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$228,184
-$39,866 QoQ
Shares Held
2,037
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#281
of 409 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $91,498,838 across 12 Oil & Gas Integrated names. IMO ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
247,769 | $41,070,189 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
300,236 | $41,048,265 | |
| 3 | SHEL |
Shell plc
|
41,997 | $3,256,447 | |
| 4 | BP |
Bp PLC
|
37,927 | $1,401,402 | |
| 5 | TTE |
TotalEnergies SE
|
17,999 | $1,399,602 | |
| 6 | EQNR |
Equinor ASA
|
24,861 | $780,635 | |
| 7 | CVE |
Cenovus Energy Inc.
|
28,804 | $714,627 | |
| 8 | E |
Eni Spa
|
12,109 | $567,427 |
All Filings in IMO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,184 | 2,037 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $268,050 | 2,049 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||