Position in IMO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$495,912
+$338,569 QoQ
Shares Held
4,427
+142.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 409 holders
Holding Since
Mar 2024
9 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, 2026Clearstead Advisors, LLC holds $67,365,824 across 13 Oil & Gas Integrated names. IMO ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
236,056 | $32,273,576 | |
| 2 | CVX |
Chevron Corp
|
174,767 | $28,969,377 | |
| 3 | SHEL |
Shell plc
|
34,788 | $2,697,461 | |
| 4 | TTE |
TotalEnergies SE
|
13,491 | $1,049,060 | |
| 5 | BP |
Bp PLC
|
18,408 | $680,175 | |
| 6 | IMO |
Imperial Oil Ltd
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|
4,427 | $495,912 | |
| 7 | NFG |
National Fuel Gas Co
|
5,601 | $432,453 | |
| 8 | SU |
Suncor Energy Inc
|
6,479 | $347,792 |
All Filings in IMO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,912 | 4,427 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $157,343 | 1,823 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $165,419 | 1,823 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $148,071 | 1,863 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $131,839 | 1,823 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $112,296 | 1,823 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $128,430 | 1,823 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $124,419 | 1,823 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $126,023 | 1,823 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||