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Advyzon Investment Management’s Imperial Oil IMO Stock Holding History

Advyzon Investment Management’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
Q2 		$462K Buy
4,126
+2,045
+98% +$256K 0.03% 505
2026
Q1 		$272K Buy
+2,081
New +$233K 0.02% 569

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advyzon Investment Management's IMO Position: Q2 2026 in Review

Advyzon Investment Management increased its Imperial Oil (IMO) stake by 98% in Q2 2026, buying an estimated $256K and bringing the position to 4,126 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #505.

Advyzon Investment Management first reported a position in IMO in Q1 2026 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Advyzon Investment Management held 4,126 shares of Imperial Oil worth $462K as of Q2 2026.
  • Advyzon Investment Management bought 2,045 Imperial Oil shares in Q2 2026, an estimated $256K.
  • Imperial Oil made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #505 holding.
  • Advyzon Investment Management first reported a position in Imperial Oil in Q1 2026 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.