Position in IMO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,745
-$1,636 QoQ
Shares Held
87
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 409 holders
Holding Since
Mar 2022
18 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, 2026JFS WEALTH ADVISORS, LLC holds $8,117,602 across 12 Oil & Gas Integrated names. IMO ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
30,895 | $4,223,964 | |
| 2 | CVX |
Chevron Corp
|
16,500 | $2,735,040 | |
| 3 | SU |
Suncor Energy Inc
|
7,309 | $392,347 | |
| 4 | SHEL |
Shell plc
|
3,790 | $293,876 | |
| 5 | NFG |
National Fuel Gas Co
|
3,723 | $287,452 | |
| 6 | TTE |
TotalEnergies SE
|
1,074 | $83,514 | |
| 7 | BP |
Bp PLC
|
1,355 | $50,067 | |
| 8 | E |
Eni Spa
|
494 | $23,148 |
All Filings in IMO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,745 | 87 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $11,381 | 87 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,854 | 91 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,257 | 91 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,232 | 91 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,581 | 91 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,605 | 91 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,410 | 91 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,210 | 91 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,290 | 91 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,975 | 87 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,358 | 87 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,450 | 87 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,420 | 87 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $4,240 | 87 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,370 | 101 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,522 | 96 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,203 | 87 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||