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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return