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Apella Capital’s Imperial Oil IMO Stock Holding History

Apella Capital’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 		$300K Buy
+2,512
New +$320K ﹤0.01% 637

Other funds holding IMO

PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Apella Capital's IMO Position: Q3 2026 in Review

Apella Capital opened a new position in Imperial Oil (IMO) in Q3 2026: 2,512 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings.

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

  • Apella Capital held 2,512 shares of Imperial Oil worth $300K as of Q3 2026.
  • Imperial Oil was a new Apella Capital position in Q3 2026.
  • Imperial Oil made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #637 holding.
  • 12 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.