Position in IMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,099,164
-$1,822,449 QoQ
Shares Held
99,082
+0.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#71
of 409 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 27%
Shared 2%
None 71%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cerity Partners LLC holds $603,510,325 across 13 Oil & Gas Integrated names. IMO ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,066,962 | $282,595,043 | |
| 2 | CVX |
Chevron Corp
|
1,372,649 | $227,530,297 | |
| 3 | SHEL |
Shell plc
|
461,152 | $35,757,723 | |
| 4 | BP |
Bp PLC
|
526,262 | $19,445,379 | |
| 5 | TTE |
TotalEnergies SE
|
152,945 | $11,893,001 | |
| 6 | IMO |
Imperial Oil Ltd
This page
|
99,082 | $11,099,164 | |
| 7 | NFG |
National Fuel Gas Co
|
59,416 | $4,587,507 | |
| 8 | SU |
Suncor Energy Inc
|
71,528 | $3,839,621 |
All Filings in IMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,099,164 | 99,082 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $12,921,613 | 98,774 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,407,456 | 97,410 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,828,139 | 86,270 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,807,064 | 85,645 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,202,452 | 85,764 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,600,520 | 58,450 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,343,876 | 61,659 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,152,059 | 31,532 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,298,434 | 33,248 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,745,152 | 30,515 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $1,518,326 | 29,678 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,481,111 | 29,150 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,406,685 | 28,861 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,231,594 | 28,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,308,386 | 27,773 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,268,834 | 26,259 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $981,883 | 27,199 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $816,615 | 25,875 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $786,600 | 25,875 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $625,657 | 25,875 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $492,401 | 25,875 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $309,465 | 25,875 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $415,293 | 25,875 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $291,611 | 25,875 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||