Position in IMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,201,986
-$1,358,755 QoQ
Shares Held
55,365
-4.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#90
of 409 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Creative Planning holds $616,489,640 across 14 Oil & Gas Integrated names. IMO ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,283,468 | $312,195,744 | |
| 2 | CVX |
Chevron Corp
|
954,599 | $158,234,329 | |
| 3 | SHEL |
Shell plc
|
522,270 | $40,496,814 | |
| 4 | TTE |
TotalEnergies SE
|
242,195 | $18,833,082 | |
| 5 | SU |
Suncor Energy Inc
|
343,611 | $18,445,038 | |
| 6 | CVE |
Cenovus Energy Inc.
|
625,014 | $15,506,596 | |
| 7 | BP |
Bp PLC
|
359,691 | $13,290,582 | |
| 8 | E |
Eni Spa
|
235,745 | $11,047,010 |
All Filings in IMO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,201,986 | 55,365 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,560,741 | 57,795 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,554,492 | 52,769 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,739,894 | 52,236 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,065,719 | 51,154 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,435,923 | 47,510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,733,130 | 44,369 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,052,527 | 43,329 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,614,313 | 38,305 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,313,227 | 33,462 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,760,193 | 30,778 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,469,475 | 23,859 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,114,162 | 21,778 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $965,593 | 19,004 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $797,045 | 16,353 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $735,763 | 17,004 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $593,680 | 12,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $541,280 | 11,202 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $411,359 | 11,395 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $408,544 | 12,945 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $724,218 | 23,823 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||