Position in IMO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,709,649
-$320,022 QoQ
Shares Held
15,262
-1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 409 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 23%
Shared 14%
None 63%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $880,313,872 across 12 Oil & Gas Integrated names. IMO ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,813,933 | $419,627,384 | |
| 2 | CVX |
Chevron Corp
|
2,450,647 | $393,860,875 | |
| 3 | SHEL |
Shell plc
|
351,034 | $27,219,176 | |
| 4 | SU |
Suncor Energy Inc
|
292,446 | $15,698,501 | |
| 5 | TTE |
TotalEnergies SE
|
112,143 | $8,720,239 | |
| 6 | BP |
Bp PLC
|
151,428 | $5,595,264 | |
| 7 | EQNR |
Equinor ASA
|
65,109 | $2,044,422 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
132,514 | $2,027,703 |
All Filings in IMO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,649 | 15,262 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,029,671 | 15,515 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,360,418 | 15,762 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,856,538 | 20,460 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,198,876 | 15,084 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $1,087,258 | 15,034 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,299,389 | 21,094 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,823,423 | 40,077 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,601,553 | 23,466 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,626,213 | 23,524 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,241,536 | 21,709 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,341,183 | 21,776 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,121,120 | 21,914 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,084,132 | 21,337 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $725,884 | 14,893 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||