Position in IMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,626,754
-$163,256 QoQ
Shares Held
14,522
+6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#137
of 409 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $7,597,806 across 5 Oil & Gas Integrated names. IMO ranks #4 (21.4% of the industry book) .
All Filings in IMO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,626,754 | 14,522 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,790,010 | 13,683 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,022,859 | 11,851 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||