Steward Partners Investment Advisory, LLC
Position in IMO — Imperial Oil Ltd
CIK 1723397
STAMFORD, CT
Position in IMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,340
-$11,637 QoQ
Shares Held
619
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 409 holders
Holding Since
Jun 2023
13 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, 2026Steward Partners Investment Advisory, LLC holds $143,797,975 across 17 Oil & Gas Integrated names. IMO ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
550,566 | $75,273,383 | |
| 2 | CVX |
Chevron Corp
|
323,860 | $53,683,033 | |
| 3 | SHEL |
Shell plc
|
52,352 | $4,059,374 | |
| 4 | BP |
Bp PLC
|
84,620 | $3,126,709 | |
| 5 | TTE |
TotalEnergies SE
|
26,369 | $2,050,453 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
117,913 | $1,901,590 | |
| 7 | SU |
Suncor Energy Inc
|
27,985 | $1,502,234 | |
| 8 | NFG |
National Fuel Gas Co
|
11,428 | $882,355 |
All Filings in IMO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,340 | 619 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $80,977 | 619 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,205 | 489 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,371 | 489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,468 | 484 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,858 | 482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,851 | 582 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $44,524 | 632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,896 | 482 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $36,777 | 532 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,425 | 532 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $29,686 | 482 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,938 | 507 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||