Position in IMO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$879,469
-$285,744 QoQ
Shares Held
7,851
-11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 410 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Kestra Advisory Services, LLC holds $189,909,766 across 10 Oil & Gas Integrated names. IMO ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
824,017 | $112,659,604 | |
| 2 | CVX |
Chevron Corp
|
343,941 | $57,011,660 | |
| 3 | SHEL |
Shell plc
|
100,359 | $7,781,836 | |
| 4 | BP |
Bp PLC
|
144,249 | $5,330,000 | |
| 5 | SU |
Suncor Energy Inc
|
51,314 | $2,754,535 | |
| 6 | TTE |
TotalEnergies SE
|
20,146 | $1,566,552 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
60,755 | $981,800 | |
| 8 | IMO |
Imperial Oil Ltd
This page
|
7,851 | $879,469 |
All Filings in IMO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,469 | 7,851 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,165,213 | 8,907 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $749,861 | 8,688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $699,242 | 7,706 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $533,072 | 6,707 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $485,194 | 6,709 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $413,644 | 6,715 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $355,068 | 5,040 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $343,843 | 5,038 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $349,590 | 5,057 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $261,701 | 4,576 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $281,835 | 4,576 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||