Position in IMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,494,855
+$3,674,079 QoQ
Shares Held
227,592
+36.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#40
of 409 holders
Holding Since
Sep 2025
4 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, 2026Capital Wealth Planning, LLC holds $799,576,215 across 7 Oil & Gas Integrated names. IMO ranks #2 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
4,290,958 | $711,269,197 | |
| 2 | IMO |
Imperial Oil Ltd
This page
|
227,592 | $25,494,855 | |
| 3 | E |
Eni Spa
|
459,273 | $21,521,532 | |
| 4 | YPF |
Ypf Sociedad Anonima
|
396,043 | $18,008,075 | |
| 5 | TTE |
TotalEnergies SE
|
123,962 | $9,639,285 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
576,245 | $9,312,119 | |
| 7 | XOM |
ExxonMobil Holdings Corp
|
31,679 | $4,331,152 |
All Filings in IMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,494,855 | 227,592 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $21,820,776 | 166,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,882,803 | 149,262 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,320,132 | 91,692 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||