Position in IMO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,592
-$2,472 QoQ
Shares Held
41
-24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#369
of 410 holders
Holding Since
Mar 2025
6 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, 2026Bogart Wealth, LLC holds $12,480,990 across 9 Oil & Gas Integrated names. IMO ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
65,042 | $10,781,361 | |
| 2 | SHEL |
Shell plc
|
20,774 | $1,610,815 | |
| 3 | BP |
Bp PLC
|
1,195 | $44,155 | |
| 4 | NFG |
National Fuel Gas Co
|
334 | $25,788 | |
| 5 | TTE |
TotalEnergies SE
|
91 | $7,076 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
350 | $5,656 | |
| 7 | IMO |
Imperial Oil Ltd
This page
|
41 | $4,592 | |
| 8 | E |
Eni Spa
|
25 | $1,171 |
All Filings in IMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,592 | 41 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,064 | 54 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,660 | 54 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,899 | 54 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,291 | 54 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,905 | 54 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||