Position in IMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,799,053
-$4,608,843 QoQ
Shares Held
60,695
-30.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#87
of 409 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NewEdge Wealth, LLC holds $101,353,244 across 10 Oil & Gas Integrated names. IMO ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,148,025 | $61,625,982 | |
| 2 | CVX |
Chevron Corp
|
69,556 | $11,529,602 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
77,751 | $10,630,116 | |
| 4 | IMO |
Imperial Oil Ltd
This page
|
60,695 | $6,799,053 | |
| 5 | TTE |
TotalEnergies SE
|
53,133 | $4,131,622 | |
| 6 | SHEL |
Shell plc
|
52,083 | $4,038,515 | |
| 7 | BP |
Bp PLC
|
41,111 | $1,519,051 | |
| 8 | CVE |
Cenovus Energy Inc.
|
22,515 | $558,597 |
All Filings in IMO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,799,053 | 60,695 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,407,896 | 87,203 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,513,470 | 75,466 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,592,896 | 72,657 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,372,371 | 67,594 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,425,839 | 61,198 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,859,718 | 46,424 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,212,872 | 45,605 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,925,877 | 42,870 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,741,626 | 39,659 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,670,977 | 29,218 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,077,886 | 17,501 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $628,654 | 12,288 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $368,270 | 7,248 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||