Addison Advisors
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Addison Advisors’s Imperial Oil IMO Stock Holding History

Addison Advisors’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 		$3.32K Buy
+27
New +$3.44K ﹤0.01% 564
2024
Q3 		– Sell
-50
Closed -$3.41K – 853
2024
Q2 		$3.41K Buy
+50
New +$3.44K ﹤0.01% 666
2024
Q1 		– Sell
-29
Closed -$1.66K – 714
2023
Q4 		$1.66K Buy
+29
New +$1.67K ﹤0.01% 631

Other funds holding IMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Addison Advisors's IMO Position: Q3 2026 in Review

Addison Advisors opened a new position in Imperial Oil (IMO) in Q3 2026: 27 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Addison Advisors previously reported a position in IMO as recently as Q2 2024.

Addison Advisors first reported a position in IMO in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.41K in Q2 2024. 207 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Addison Advisors held 27 shares of Imperial Oil worth $3.32K as of Q3 2026.
  • Imperial Oil was a new Addison Advisors position in Q3 2026.
  • Imperial Oil made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #564 holding.
  • Addison Advisors first reported a position in Imperial Oil in Q4 2023 and has held it in 3 quarters since.
  • Addison Advisors's Imperial Oil position peaked at $3.41K in Q2 2024.
  • 207 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

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