Position in IMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$402,449,211
+$271,169,512 QoQ
Shares Held
3,592,655
+258.0% QoQ
Ownership
0.743%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#7
of 409 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026UBS Group AG holds $4,439,033,936 across 19 Oil & Gas Integrated names. IMO ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
10,688,911 | $1,771,793,882 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
6,157,585 | $841,865,018 | |
| 3 | TTE |
TotalEnergies SE
|
9,359,156 | $727,767,967 | |
| 4 | IMO |
Imperial Oil Ltd
This page
|
3,592,655 | $402,449,211 | |
| 5 | SU |
Suncor Energy Inc
|
2,717,054 | $145,851,456 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
9,143,881 | $145,621,462 | |
| 7 | SHEL |
Shell plc
|
1,648,969 | $127,861,055 | |
| 8 | BP |
Bp PLC
|
2,683,731 | $99,163,859 |
All Filings in IMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,449,211 | 3,592,655 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $131,279,699 | 1,003,514 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $147,582,330 | 1,709,910 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $127,637,059 | 1,406,624 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,764,395 | 210,926 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,574,013 | 353,623 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $19,315,787 | 313,568 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,682,354 | 80,658 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,091,925 | 89,259 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,386,574 | 63,454 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $396,783 | 6,938 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,211,523 | 68,380 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,447,006 | 67,377 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,099,884 | 139,734 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,564,014 | 52,606 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,892,282 | 43,732 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,350,943 | 134,811 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,185,148 | 190,090 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,291,103 | 146,568 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,307,875 | 136,498 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,579,955 | 84,867 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,743,389 | 196,170 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,745,682 | 249,379 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,975,933 | 248,824 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,506,587 | 218,479 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,343,896 | 385,439 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||