Position in IMO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,360
-$826 QoQ
Shares Held
30
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 409 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $500,398 across 13 Oil & Gas Integrated names. IMO ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,150 | $190,624 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
641 | $87,637 | |
| 3 | NFG |
National Fuel Gas Co
|
602 | $46,480 | |
| 4 | SHEL |
Shell plc
|
552 | $42,802 | |
| 5 | SU |
Suncor Energy Inc
|
664 | $35,643 | |
| 6 | BP |
Bp PLC
|
560 | $20,692 | |
| 7 | E |
Eni Spa
|
440 | $20,618 | |
| 8 | TTE |
TotalEnergies SE
|
245 | $19,051 |
All Filings in IMO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,360 | 30 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,186 | 32 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,294 | 15 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,361 | 15 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,271 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,012 | 14 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $924 | 15 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $986 | 14 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $955 | 14 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $829 | 12 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $400 | 7 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $431 | 7 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $358 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $254 | 5 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $243 | 5 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||