Position in IMO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$328,489
+$107,967 QoQ
Shares Held
2,511
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Larry Mathis Financial Planning, LLC holds $1,810,042 across 5 Oil & Gas Integrated names.
All Filings in IMO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,489 | 2,511 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $220,522 | 2,555 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||