Atlas Capital Advisors’s Imperial Oil IMO Stock Holding History

Atlas Capital 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 Q1	$8.37K	Hold	64	–	–	﹤0.01%	806
2025 Q4	$5.52K	Buy	+64	New	+$5.83K	﹤0.01%	795
2025 Q2	$8.27K	Sell	104 -51	-33%	-$3.64K	﹤0.01%	787
2025 Q1	$11.2K	Buy	155 +51	+49%	+$3.5K	﹤0.01%	789
2024 Q4	$6.41K	Sell	104 -142	-58%	-$10.3K	﹤0.01%	810
2024 Q3	$17.3K	Buy	246 +73	+42%	+$5.17K	﹤0.01%	686
2024 Q2	$11.8K	Hold	173	–	–	﹤0.01%	725
2024 Q1	$12K	Sell	173 -199	-53%	-$12.2K	﹤0.01%	702
2023 Q4	$21.3K	Buy	372 +109	+41%	+$6.26K	﹤0.01%	684
2023 Q3	$16.2K	Sell	263 -213	-45%	-$11.7K	﹤0.01%	658
2023 Q2	$24.4K	Hold	476	–	–	﹤0.01%	659
2023 Q1	$24.2K	Buy	476 +213	+81%	+$10.6K	﹤0.01%	656
2022 Q4	$12.8K	Hold	263	–	–	﹤0.01%	708
2022 Q3	$11.4K	Sell	263 -8	-3%	-$365	﹤0.01%	707
2022 Q2	$12.8K	Sell	271 -417	-61%	-$21.3K	﹤0.01%	730
2022 Q1	$33.3K	Buy	+688	New	+$29.5K	0.01%	584
2019 Q3	–	Sell	-5,437	Closed	-$151K	–	668
2019 Q2	$151K	Hold	5,437	–	–	0.05%	342
2019 Q1	$149K	Hold	5,437	–	–	0.05%	310
2018 Q4	$138K	Buy	+5,437	New	+$165K	0.06%	303

Other funds holding IMO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return