Position in IMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,463,212
-$1,147,002 QoQ
Shares Held
39,843
-7.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 409 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,124,358,341 across 13 Oil & Gas Integrated names. IMO ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
3,053,750 | $506,189,596 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
2,648,819 | $362,146,531 | |
| 3 | SHEL |
Shell plc
|
1,897,604 | $147,140,211 | |
| 4 | TTE |
TotalEnergies SE
|
661,790 | $51,460,789 | |
| 5 | BP |
Bp PLC
|
802,019 | $29,634,600 | |
| 6 | CVE |
Cenovus Energy Inc.
|
305,180 | $7,571,514 | |
| 7 | SU |
Suncor Energy Inc
|
107,756 | $5,784,342 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
327,045 | $5,108,661 |
All Filings in IMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,463,212 | 39,843 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,610,214 | 42,885 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,569,188 | 110,870 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,678,054 | 106,657 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,448,245 | 106,294 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,592,875 | 104,990 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,264,965 | 101,704 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,048,522 | 100,050 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,723,102 | 98,507 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,902,595 | 85,384 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,575,656 | 80,008 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,066,516 | 82,262 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $283,323 | 5,538 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,381,473 | 27,189 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,994,392 | 40,919 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,785,752 | 41,270 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,981,258 | 42,056 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,138,739 | 44,262 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $423,525 | 11,732 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $288,805 | 9,151 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $293,997 | 9,671 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $244,168 | 10,098 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $153,841 | 12,863 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $282,175 | 17,581 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $265,554 | 23,563 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||