Position in IMO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$281,839
-$285,390 QoQ
Shares Held
2,516
-42.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#266
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, 2026EverSource Wealth Advisors, LLC holds $9,358,012 across 14 Oil & Gas Integrated names. IMO ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
39,462 | $6,541,215 | |
| 2 | SHEL |
Shell plc
|
8,419 | $652,803 | |
| 3 | TTE |
TotalEnergies SE
|
6,767 | $526,197 | |
| 4 | BP |
Bp PLC
|
10,910 | $403,120 | |
| 5 | IMO |
Imperial Oil Ltd
This page
|
2,516 | $281,839 | |
| 6 | E |
Eni Spa
|
5,098 | $238,888 | |
| 7 | NFG |
National Fuel Gas Co
|
2,612 | $201,667 | |
| 8 | SU |
Suncor Energy Inc
|
2,943 | $157,975 |
All Filings in IMO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,839 | 2,516 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $567,229 | 4,336 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $231,568 | 2,683 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $235,830 | 2,599 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $196,471 | 2,472 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $163,875 | 2,266 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $123,937 | 2,012 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $148,718 | 2,111 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $225,768 | 3,308 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $217,411 | 3,145 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $165,276 | 2,890 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $167,708 | 2,723 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $138,796 | 2,713 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $127,177 | 2,503 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $125,212 | 2,569 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $110,467 | 2,553 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,903 | 189 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,132 | 189 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,822 | 189 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||