Position in IMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$452,112
-$274,014 QoQ
Shares Held
4,036
-52.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#226
of 409 holders
Holding Since
Sep 2025
3 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, 2026Financial & Tax Architects, LLC holds $8,082,243 across 4 Oil & Gas Integrated names. IMO ranks #3 (5.6% of the industry book) .
All Filings in IMO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,112 | 4,036 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $726,126 | 8,413 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $786,715 | 8,670 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||