Position in IMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,045,594
-$164,621 QoQ
Shares Held
9,334
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#166
of 409 holders
Holding Since
Sep 2025
4 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, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $1,766,324 across 3 Oil & Gas Integrated names. IMO ranks #1 (59.2% of the industry book) .
All Filings in IMO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045,594 | 9,334 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,210,215 | 9,251 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $851,793 | 9,869 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $796,787 | 8,781 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||