Position in IMO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$210,932
-$18,133 QoQ
Shares Held
1,883
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 410 holders
Holding Since
Mar 2026
2 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, 2026AE Wealth Management LLC holds $93,126,139 across 7 Oil & Gas Integrated names. IMO ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
528,734 | $87,642,909 | |
| 2 | TTE |
TotalEnergies SE
|
24,862 | $1,933,263 | |
| 3 | SHEL |
Shell plc
|
14,501 | $1,124,402 | |
| 4 | NFG |
National Fuel Gas Co
|
12,706 | $981,011 | |
| 5 | BP |
Bp PLC
|
26,159 | $966,569 | |
| 6 | SU |
Suncor Energy Inc
|
4,975 | $267,053 | |
| 7 | IMO |
Imperial Oil Ltd
This page
|
1,883 | $210,932 |
All Filings in IMO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,932 | 1,883 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $229,065 | 1,751 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||