Position in IMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,406,640
+$452,077 QoQ
Shares Held
30,411
-11.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#111
of 409 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IFG Advisory, LLC holds $18,486,124 across 12 Oil & Gas Integrated names. IMO ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
77,745 | $10,629,296 | |
| 2 | IMO |
Imperial Oil Ltd
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|
30,411 | $3,406,640 | |
| 3 | CVX |
Chevron Corp
|
17,453 | $2,893,009 | |
| 4 | BP |
Bp PLC
|
33,438 | $1,235,534 | |
| 5 | SHEL |
Shell plc
|
2,657 | $206,023 | |
| 6 | TTE |
TotalEnergies SE
|
607 | $47,200 | |
| 7 | SU |
Suncor Energy Inc
|
501 | $26,893 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,659 | $26,809 |
All Filings in IMO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,406,640 | 30,411 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,954,563 | 34,232 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,151,218 | 34,728 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,571,893 | 32,359 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,330,367 | 32,223 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,702,747 | 27,642 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,866,290 | 26,491 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,781,529 | 26,103 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,492,447 | 21,589 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $868,372 | 15,184 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $961,727 | 15,615 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||