Avior Wealth Management’s Imperial Oil IMO Stock Holding History

Avior Wealth 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	–	Sell	-3,061	Closed	-$400K	–	844
2026 Q1	$400K	Hold	3,061	–	–	0.01%	589
2025 Q4	$264K	Hold	3,061	–	–	0.01%	649
2025 Q3	$278K	Buy	3,061 +4	+0.1%	+$346	0.01%	617
2025 Q2	$243K	Sell	3,057 -16	-0.5%	-$1.14K	0.01%	622
2025 Q1	$222K	Hold	3,073	–	–	0.01%	626
2024 Q4	$189K	Hold	3,073	–	–	0.01%	717
2024 Q3	$216K	Hold	3,073	–	–	0.01%	673
2024 Q2	$210K	Sell	3,073 -522	-15%	-$35.9K	0.01%	658
2024 Q1	$249K	Buy	+3,595	New	+$220K	0.01%	648

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's IMO Position: Q2 2026 in Review

Avior Wealth Management sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 3,061 shares — an estimated $400K sold.

Avior Wealth Management first reported a position in IMO in Q1 2024 and held it in 9 quarters. The position peaked at $400K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Avior Wealth Management reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 3,061 Imperial Oil shares in Q2 2026, an estimated $400K.
Avior Wealth Management first reported a position in Imperial Oil in Q1 2024 and held it in 9 quarters.
Avior Wealth Management's Imperial Oil position peaked at $400K in Q1 2026.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.