Position in IMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$444,831
-$97,810 QoQ
Shares Held
3,971
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#231
of 409 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Wealth Architects, LLC holds $3,683,206 across 3 Oil & Gas Integrated names. IMO ranks #3 (12.1% of the industry book) .
All Filings in IMO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,831 | 3,971 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $542,641 | 4,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $363,019 | 4,206 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $434,190 | 4,785 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $391,756 | 4,929 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $361,527 | 4,999 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $307,938 | 4,999 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $369,158 | 5,240 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $357,630 | 5,240 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $362,241 | 5,240 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $328,442 | 5,743 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $353,526 | 5,740 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $295,909 | 5,784 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $300,439 | 5,913 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $288,199 | 5,913 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $255,855 | 5,913 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $278,561 | 5,913 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $289,533 | 5,992 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $225,841 | 6,256 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||