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Allworth Financial’s Imperial Oil IMO Stock Holding History

Allworth Financial’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 		$240K Sell
2,142
-46
-2% -$5.76K ﹤0.01% 1379
2026
Q1 		$286K Buy
2,188
+184
+9% +$20.6K ﹤0.01% 1203
2025
Q4 		$173K Sell
2,004
-252
-11% -$22.9K ﹤0.01% 1414
2025
Q3 		$205K Buy
2,256
+478
+27% +$41.3K ﹤0.01% 1290
2025
Q2 		$141K Buy
1,778
+38
+2% +$2.71K ﹤0.01% 1346
2025
Q1 		$119K Buy
1,740
+110
+7% +$7.56K ﹤0.01% 1151
2024
Q4 		$116K Buy
1,630
+283
+21% +$20.5K ﹤0.01% 1196
2024
Q3 		$94.9K Buy
1,347
+234
+21% +$16.6K ﹤0.01% 1110
2024
Q2 		$77.3K Buy
1,113
+135
+14% +$9.3K ﹤0.01% 1176
2024
Q1 		$67.6K Hold
978
– – ﹤0.01% 1173
2023
Q4 		$55.9K Buy
978
+90
+10% +$5.17K ﹤0.01% 1158
2023
Q3 		$54.7K Buy
888
+567
+177% +$31.1K ﹤0.01% 1086
2023
Q2 		$16.4K Buy
321
+51
+19% +$2.53K ﹤0.01% 1664
2023
Q1 		$13.7K Hold
270
– – ﹤0.01% 1663
2022
Q4 		$13.2K Buy
270
+41
+18% +$2.11K ﹤0.01% 1595
2022
Q3 		$10K Buy
229
+94
+70% +$4.29K ﹤0.01% 1665
2022
Q2 		$6K Buy
+135
New +$6.9K ﹤0.01% 1708

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

Allworth Financial's IMO Position: Q2 2026 in Review

Allworth Financial reduced its Imperial Oil (IMO) stake by 2.1% in Q2 2026, selling an estimated $5.76K and leaving 2,142 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Allworth Financial first reported a position in IMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $286K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Allworth Financial held 2,142 shares of Imperial Oil worth $240K as of Q2 2026.
  • Allworth Financial sold 46 Imperial Oil shares in Q2 2026, an estimated $5.76K.
  • Imperial Oil made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1379 holding.
  • Allworth Financial first reported a position in Imperial Oil in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Imperial Oil position peaked at $286K in Q1 2026.
  • 410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.