Aviso Financial’s Imperial Oil IMO Stock Holding History

Aviso 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	$1.36M	Sell	12,116 -386	-3%	-$48.4K	0.05%	118
2026 Q1	$1.64M	Buy	12,502 +14	+0.1%	+$1.57K	0.06%	122
2025 Q4	$1.08M	Buy	12,488 +300	+2%	+$27.3K	0.04%	147
2025 Q3	$1.11M	Buy	12,188 +460	+4%	+$39.7K	0.04%	154
2025 Q2	$932K	Sell	11,728 -4,416	-27%	-$315K	0.04%	154
2025 Q1	$1.17M	Sell	16,144 -3,631	-18%	-$249K	0.06%	134
2024 Q4	$1.22M	Buy	19,775 +821	+4%	+$59.5K	0.06%	130
2024 Q3	$1.33M	Sell	18,954 -2,482	-12%	-$176K	0.07%	122
2024 Q2	$1.46M	Buy	+21,436	New	+$1.48M	0.08%	103

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

Aviso Financial's IMO Position: Q2 2026 in Review

Aviso Financial reduced its Imperial Oil (IMO) stake by 3.1% in Q2 2026, selling an estimated $48.4K and leaving 12,116 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #118.

Aviso Financial first reported a position in IMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Aviso Financial held 12,116 shares of Imperial Oil worth $1.36M as of Q2 2026.
Aviso Financial sold 386 Imperial Oil shares in Q2 2026, an estimated $48.4K.
Imperial Oil made up 0.05% of Aviso Financial's portfolio in Q2 2026, its #118 holding.
Aviso Financial first reported a position in Imperial Oil in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Imperial Oil position peaked at $1.64M in Q1 2026.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

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