Position in IMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$442,927
-$74,335 QoQ
Shares Held
3,954
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#232
of 409 holders
Holding Since
Mar 2023
14 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, 2026Holistic Financial Partners holds $1,847,259 across 4 Oil & Gas Integrated names. IMO ranks #2 (24.0% of the industry book) .
All Filings in IMO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,927 | 3,954 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $517,262 | 3,954 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $341,269 | 3,954 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $358,785 | 3,954 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $314,263 | 3,954 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $285,953 | 3,954 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $243,566 | 3,954 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $278,559 | 3,954 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $269,860 | 3,954 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $273,340 | 3,954 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $226,129 | 3,954 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $243,526 | 3,954 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $202,286 | 3,954 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $200,902 | 3,954 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||