Rothwell Investment Advisors, LLC’s Imperial Oil IMO Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$151K	Buy	+1,224	New	+$156K	0.08%	221

Other funds holding IMO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IMO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Imperial Oil (IMO) in Q3 2026: 1,224 shares worth $151K. The stake represents 0.08% of the portfolio and ranks #221 among its holdings.

187 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,224 shares of Imperial Oil worth $151K as of Q3 2026.
Imperial Oil was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Imperial Oil made up 0.08% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #221 holding.
187 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.