Position in IMO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$543,409
-$99,048 QoQ
Shares Held
4,851
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#211
of 409 holders
Holding Since
Mar 2024
10 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, 2026Sequoia Financial Advisors, LLC holds $144,590,241 across 13 Oil & Gas Integrated names. IMO ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
731,436 | $100,001,929 | |
| 2 | CVX |
Chevron Corp
|
173,771 | $28,804,280 | |
| 3 | SHEL |
Shell plc
|
42,146 | $3,268,000 | |
| 4 | SU |
Suncor Energy Inc
|
49,966 | $2,682,174 | |
| 5 | TTE |
TotalEnergies SE
|
29,900 | $2,325,024 | |
| 6 | BP |
Bp PLC
|
51,289 | $1,895,128 | |
| 7 | E |
Eni Spa
|
34,288 | $1,606,735 | |
| 8 | EQNR |
Equinor ASA
|
36,842 | $1,156,838 |
All Filings in IMO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,409 | 4,851 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $642,457 | 4,911 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $377,606 | 4,375 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $482,010 | 5,312 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $308,461 | 3,881 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $276,479 | 3,823 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $241,225 | 3,916 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $264,398 | 3,753 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $243,993 | 3,575 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $241,885 | 3,499 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||