Position in IMO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,125,024
-$554,014 QoQ
Shares Held
36,824
+3.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#104
of 410 holders
Holding Since
Mar 2020
26 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, 2026BURNEY CO/ holds $22,018,696 across 7 Oil & Gas Integrated names. IMO ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
85,160 | $11,643,075 | |
| 2 | IMO |
Imperial Oil Ltd
This page
|
36,824 | $4,125,024 | |
| 3 | SHEL |
Shell plc
|
27,526 | $2,134,366 | |
| 4 | CVX |
Chevron Corp
|
12,290 | $2,037,190 | |
| 5 | BP |
Bp PLC
|
32,906 | $1,215,876 | |
| 6 | SU |
Suncor Energy Inc
|
12,244 | $657,257 | |
| 7 | TTE |
TotalEnergies SE
|
2,648 | $205,908 |
All Filings in IMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,125,024 | 36,824 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,679,038 | 35,767 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,150,573 | 36,503 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,168,459 | 34,918 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,769,878 | 34,850 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,488,169 | 34,405 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,059,411 | 33,432 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,223,402 | 31,560 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,074,390 | 30,394 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,926,100 | 27,862 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $1,541,499 | 26,954 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,611,440 | 26,164 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,237,406 | 24,187 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,144,139 | 22,518 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $984,694 | 20,203 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $865,400 | 20,000 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $910,212 | 19,321 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $903,970 | 18,708 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $650,377 | 18,016 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $572,340 | 18,135 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $554,800 | 18,250 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $522,046 | 21,590 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $416,947 | 21,910 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $285,126 | 23,840 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $393,433 | 24,513 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $281,006 | 24,934 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||