Position in IMO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$840,262
-$199,233 QoQ
Shares Held
7,501
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#182
of 409 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $394,262,748 across 13 Oil & Gas Integrated names. IMO ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,702,297 | $232,738,045 | |
| 2 | CVX |
Chevron Corp
|
758,835 | $125,784,489 | |
| 3 | SHEL |
Shell plc
|
184,687 | $14,320,629 | |
| 4 | TTE |
TotalEnergies SE
|
76,916 | $5,980,988 | |
| 5 | BP |
Bp PLC
|
128,632 | $4,752,952 | |
| 6 | NFG |
National Fuel Gas Co
|
48,052 | $3,710,094 | |
| 7 | EQNR |
Equinor ASA
|
63,398 | $1,990,697 | |
| 8 | E |
Eni Spa
|
36,524 | $1,711,514 |
All Filings in IMO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,262 | 7,501 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,039,495 | 7,946 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $733,980 | 8,504 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $477,655 | 5,264 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $560,016 | 7,046 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $214,520 | 3,045 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $222,904 | 3,266 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $214,856 | 3,108 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $593,272 | 12,278 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $443,921 | 12,297 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $386,136 | 12,235 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||