Position in IMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$175,997,417
-$37,852,199 QoQ
Shares Held
1,571,125
-3.9% QoQ
Ownership
0.325%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 409 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MORGAN STANLEY holds $19,709,427,515 across 16 Oil & Gas Integrated names. IMO ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
73,052,280 | $9,987,707,712 | |
| 2 | CVX |
Chevron Corp
|
36,051,004 | $5,975,814,416 | |
| 3 | SHEL |
Shell plc
|
10,779,129 | $835,813,659 | |
| 4 | TTE |
TotalEnergies SE
|
8,410,525 | $654,002,418 | |
| 5 | SU |
Suncor Energy Inc
|
9,688,701 | $520,089,463 | |
| 6 | BP |
Bp PLC
|
10,755,188 | $397,404,192 | |
| 7 | EQNR |
Equinor ASA
|
11,972,377 | $375,932,633 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
14,398,560 | $230,039,665 |
All Filings in IMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,997,417 | 1,571,125 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $213,849,616 | 1,634,686 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $161,172,096 | 1,867,363 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $114,596,994 | 1,262,916 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $79,481,586 | 1,000,020 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $80,318,515 | 1,110,599 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $79,944,415 | 1,297,799 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $73,790,172 | 1,047,412 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $89,580,579 | 1,312,536 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $73,220,970 | 1,059,178 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $57,006,131 | 996,785 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $64,070,411 | 1,040,273 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $72,239,194 | 1,412,025 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $55,357,949 | 1,089,509 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $124,632,662 | 2,557,092 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $57,706,425 | 1,333,636 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,282,266 | 1,194,699 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $60,627,535 | 1,254,709 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $41,579,075 | 1,151,775 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,582,541 | 145,201 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,749,816 | 781,244 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,753,787 | 279,313 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,446,216 | 181,094 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,781,246 | 483,382 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,330,843 | 145,224 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,514,290 | 844,214 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||