Winch Advisory Services, LLC

Position in IMO — Imperial Oil Ltd

CIK 1585822 Appleton, WI

Position in IMO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$48,168

-$7,822 QoQ

Shares Held

430

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#331

of 409 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Winch Advisory Services, LLC holds $2,677,921 across 6 Oil & Gas Integrated names. IMO ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	6,985	$1,157,833
2	XOM	ExxonMobil Holdings Corp	6,733	$920,535
3	BP	Bp PLC	13,581	$501,817
4	IMO	Imperial Oil Ltd This page	430	$48,168
5	SHEL	Shell plc	543	$42,104
6	TTE	TotalEnergies SE	96	$7,464

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,168	430	+0.5%	Shares	Sole	2026-08-06
2026-03-31	$55,990	428	+0.7%	Shares	Sole	2026-04-30
2025-12-31	$36,681	425	+0.5%	Shares	Sole	2026-02-03
2025-09-30	$38,383	423	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$33,381	420	+0.7%	Shares	Sole	2025-08-07
2025-03-31	$30,157	417	0.0%	Shares	Sole	2025-05-06
2024-12-31	$25,687	417	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.