Pinnacle Wealth Planning Services, Inc.
Position in IMO — Imperial Oil Ltd
CIK 1726752
MANSFIELD, OH
Position in IMO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,690
-$3,325 QoQ
Shares Held
149
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#348
of 409 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,697,647 across 12 Oil & Gas Integrated names. IMO ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
23,471 | $3,208,955 | |
| 2 | CVX |
Chevron Corp
|
5,692 | $943,505 | |
| 3 | SHEL |
Shell plc
|
5,838 | $452,678 | |
| 4 | BP |
Bp PLC
|
9,271 | $342,563 | |
| 5 | TTE |
TotalEnergies SE
|
2,994 | $232,813 | |
| 6 | SU |
Suncor Energy Inc
|
3,952 | $212,143 | |
| 7 | EQNR |
Equinor ASA
|
3,252 | $102,112 | |
| 8 | E |
Eni Spa
|
1,638 | $76,756 |
All Filings in IMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,690 | 149 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $20,015 | 153 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,378 | 155 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $1,294 | 68 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||