Position in IMO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$450,768
-$76,436 QoQ
Shares Held
4,024
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#227
of 409 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Baron Wealth Management LLC holds $1,703,450 across 4 Oil & Gas Integrated names. IMO ranks #2 (26.5% of the industry book) .
All Filings in IMO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,768 | 4,024 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $527,204 | 4,030 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $337,126 | 3,906 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $352,978 | 3,890 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $292,645 | 3,682 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||