Position in IMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,205,111
-$504,183 QoQ
Shares Held
10,758
-17.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 409 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $455,964,268 across 13 Oil & Gas Integrated names. IMO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,621,680 | $221,716,089 | |
| 2 | CVX |
Chevron Corp
|
1,249,960 | $207,193,369 | |
| 3 | SHEL |
Shell plc
|
116,520 | $9,034,960 | |
| 4 | SU |
Suncor Energy Inc
|
96,891 | $5,201,108 | |
| 5 | BP |
Bp PLC
|
123,000 | $4,544,850 | |
| 6 | TTE |
TotalEnergies SE
|
47,262 | $3,675,093 | |
| 7 | NFG |
National Fuel Gas Co
|
18,146 | $1,401,052 | |
| 8 | IMO |
Imperial Oil Ltd
This page
|
10,758 | $1,205,111 |
All Filings in IMO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,111 | 10,758 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,709,294 | 13,066 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,101,142 | 12,758 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,193,593 | 13,154 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $959,403 | 12,071 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $859,667 | 11,887 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $473,457 | 7,686 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $470,887 | 6,684 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $395,577 | 5,796 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $23,435 | 339 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,866 | 190 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $677 | 11 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||