CAPTRUST FINANCIAL ADVISORS

Position in IMO — Imperial Oil Ltd

CIK 1512024 RALEIGH, NC

Position in IMO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$562,340

-$42,964 QoQ

Shares Held

5,020

+8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#209

of 409 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Energy · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $300,921,836 across 11 Oil & Gas Integrated names. IMO ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	1,569,921	$260,230,104
2	SHEL	Shell plc	165,033	$12,796,658
3	TTE	TotalEnergies SE	117,595	$9,144,187
4	BP	Bp PLC	240,716	$8,894,456
5	NFG	National Fuel Gas Co	67,070	$5,178,474
6	SU	Suncor Energy Inc	39,091	$2,098,404
7	CVE	Cenovus Energy Inc.	39,644	$983,567
8	IMO	Imperial Oil Ltd This page	5,020	$562,340

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$562,340	5,020	+8.5%	Shares	Sole	2026-08-13
2026-03-31	$605,304	4,627	+74.1%	Shares	Sole	2026-05-15
2025-12-31	$229,411	2,658	+1.5%	Shares	Sole	2026-02-17
2025-09-30	$237,557	2,618	+0.3%	Shares	Sole	2025-11-19
2025-06-30	$207,442	2,610	-34.6%	Shares	Sole	2025-08-15
2024-12-31	$245,845	3,991	-6.1%	Shares	Sole	2025-02-14
2022-12-31	$207,145	4,250	+142.9%	Shares	Sole	2023-02-15
2022-06-30	$82,442	1,750	0.0%	Shares	Sole	2022-08-23
2022-03-31	$84,560	1,750	0.0%	Shares	Sole	2022-05-16
2021-12-31	$63,175	1,750	0.0%	Shares	Sole	2022-02-14
2021-09-30	$55,230	1,750	0.0%	Shares	Sole	2021-11-16
2021-06-30	$53,200	1,750	0.0%	Shares	Sole	2021-08-16
2021-03-31	$42,315	1,750	0.0%	Shares	Sole	2021-05-17
2020-12-31	$33,302	1,750	+16.7%	Shares	Sole	2021-02-16
2020-09-30	$17,940	1,500	0.0%	Shares	Sole	2020-11-17
2020-06-30	$24,075	1,500	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.