Position in IMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$239,946
-$46,288 QoQ
Shares Held
2,142
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 409 holders
Holding Since
Jun 2022
17 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, 2026Allworth Financial LP holds $118,921,784 across 15 Oil & Gas Integrated names. IMO ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
367,543 | $60,923,926 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
382,063 | $52,235,652 | |
| 3 | SHEL |
Shell plc
|
25,356 | $1,966,104 | |
| 4 | BP |
Bp PLC
|
43,741 | $1,616,229 | |
| 5 | TTE |
TotalEnergies SE
|
6,134 | $476,979 | |
| 6 | NFG |
National Fuel Gas Co
|
5,593 | $431,835 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
26,404 | $405,968 | |
| 8 | IMO |
Imperial Oil Ltd
This page
|
2,142 | $239,946 |
All Filings in IMO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,946 | 2,142 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $286,234 | 2,188 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $172,965 | 2,004 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $204,709 | 2,256 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $141,315 | 1,778 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $125,836 | 1,740 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $100,408 | 1,630 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $94,896 | 1,347 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $75,962 | 1,113 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $67,609 | 978 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $55,931 | 978 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $54,691 | 888 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $16,422 | 321 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $13,718 | 270 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13,159 | 270 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $9,908 | 229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,359 | 135 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||