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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Imperial Oil IMO Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,301
Closed -$1.3M – 75
2025
Q3 		$1.3M Buy
+14,301
New +$1.24M 0.81% 41

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IMO Position: Q4 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Imperial Oil (IMO) in Q4 2025, closing a stake of 14,301 shares — an estimated $1.3M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IMO in Q3 2025 and held it in 1 quarter. The position peaked at $1.3M in Q3 2025. 352 funds tracked by Wall St. Rank hold IMO as of Q4 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Imperial Oil position as of Q4 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 14,301 Imperial Oil shares in Q4 2025, an estimated $1.3M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Imperial Oil in Q3 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Imperial Oil position peaked at $1.3M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q4 2025, filed 10 Aug 2026.