Position in IMO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$596,618
+$63,919 QoQ
Shares Held
5,326
+30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#204
of 409 holders
Holding Since
Sep 2020
24 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, 2026IFP Advisors, Inc holds $38,294,426 across 14 Oil & Gas Integrated names. IMO ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
171,296 | $23,419,589 | |
| 2 | CVX |
Chevron Corp
|
65,858 | $10,916,622 | |
| 3 | SHEL |
Shell plc
|
13,826 | $1,072,068 | |
| 4 | NFG |
National Fuel Gas Co
|
11,784 | $909,842 | |
| 5 | IMO |
Imperial Oil Ltd
This page
|
5,326 | $596,618 | |
| 6 | BP |
Bp PLC
|
10,734 | $396,621 | |
| 7 | CVE |
Cenovus Energy Inc.
|
15,601 | $387,060 | |
| 8 | SU |
Suncor Energy Inc
|
6,553 | $351,765 |
All Filings in IMO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,618 | 5,326 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $532,699 | 4,072 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $347,484 | 4,026 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $367,859 | 4,054 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $341,764 | 4,300 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $310,614 | 4,295 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $268,144 | 4,353 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $304,907 | 4,328 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $301,392 | 4,416 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $318,965 | 4,614 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $287,665 | 5,030 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $327,227 | 5,313 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $144,731 | 2,829 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $136,526 | 2,687 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $52,541 | 1,078 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $43,572 | 1,007 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $59,123 | 1,255 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $50,011 | 1,035 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $21,660 | 600 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $18,936 | 600 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $18,240 | 600 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $14,508 | 600 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,418 | 600 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $11,960 | 1,000 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||