Position in IMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,088,287
-$1,080,518 QoQ
Shares Held
54,350
-0.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#91
of 409 holders
Holding Since
Dec 2021
19 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $57,323,621 across 12 Oil & Gas Integrated names. IMO ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
105,158 | $14,377,201 | |
| 2 | CVX |
Chevron Corp
|
38,034 | $6,304,515 | |
| 3 | SHEL |
Shell plc
|
79,881 | $6,193,972 | |
| 4 | IMO |
Imperial Oil Ltd
This page
|
54,350 | $6,088,287 | |
| 5 | EQNR |
Equinor ASA
|
182,719 | $5,737,376 | |
| 6 | SU |
Suncor Energy Inc
|
86,886 | $4,664,040 | |
| 7 | BP |
Bp PLC
|
112,289 | $4,149,078 | |
| 8 | TTE |
TotalEnergies SE
|
43,346 | $3,370,584 |
All Filings in IMO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,088,287 | 54,350 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,168,805 | 54,799 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,171,263 | 59,915 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,140,557 | 67,672 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $5,320,629 | 66,943 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,718,663 | 65,247 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,529,002 | 57,289 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,207,696 | 59,726 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,471,741 | 50,868 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,479,174 | 50,328 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,749,809 | 48,082 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,867,568 | 46,559 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,357,708 | 46,085 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,370,845 | 46,661 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,806,011 | 37,054 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,726,343 | 39,897 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,430,212 | 30,359 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $871,886 | 18,044 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $415,944 | 11,522 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||