Transamerica Financial Advisors, LLC
Position in IMO — Imperial Oil Ltd
CIK 1502149
CEDAR RAPIDS, IA
Position in IMO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$42,119
-$1,182 QoQ
Shares Held
376
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 410 holders
Holding Since
Mar 2024
6 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, 2026Transamerica Financial Advisors, LLC holds $4,871,665 across 12 Oil & Gas Integrated names. IMO ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
9,782 | $1,621,464 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
10,095 | $1,380,188 | |
| 3 | SHEL |
Shell plc
|
9,771 | $757,643 | |
| 4 | TTE |
TotalEnergies SE
|
7,620 | $592,531 | |
| 5 | SU |
Suncor Energy Inc
|
4,304 | $231,038 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
6,092 | $98,446 | |
| 7 | NFG |
National Fuel Gas Co
|
1,189 | $91,802 | |
| 8 | IMO |
Imperial Oil Ltd
This page
|
376 | $42,119 |
All Filings in IMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,119 | 376 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $43,301 | 331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,297 | 212 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,979 | 121 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $4 | 48 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4 | 48 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||