Position in IMO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$497,480
-$31,294 QoQ
Shares Held
4,441
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#218
of 409 holders
Holding Since
Dec 2022
7 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, 2026Belpointe Asset Management LLC holds $17,906,239 across 8 Oil & Gas Integrated names. IMO ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
69,014 | $9,435,594 | |
| 2 | CVX |
Chevron Corp
|
36,608 | $6,068,142 | |
| 3 | SU |
Suncor Energy Inc
|
12,500 | $671,000 | |
| 4 | SHEL |
Shell plc
|
7,536 | $584,341 | |
| 5 | IMO |
Imperial Oil Ltd
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|
4,441 | $497,480 | |
| 6 | EQNR |
Equinor ASA
|
7,260 | $227,964 | |
| 7 | BP |
Bp PLC
|
5,788 | $213,866 | |
| 8 | TTE |
TotalEnergies SE
|
2,673 | $207,852 |
All Filings in IMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,480 | 4,441 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $528,774 | 4,042 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $482,645 | 5,592 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $511,682 | 5,639 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $429,033 | 5,398 | Shares | Sole | 2025-07-22 | |
| 2023-03-31 | $31,349 | 617 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,712 | 466 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||