Belpointe Asset Management’s Imperial Oil IMO Stock Holding History

Belpointe Asset 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 Q3	$527K	Sell	4,282 -159	-4%	-$20.3K	0.01%	727
2026 Q2	$498K	Buy	4,441 +399	+10%	+$50K	0.02%	726
2026 Q1	$529K	Sell	4,042 -1,550	-28%	-$174K	0.02%	672
2025 Q4	$483K	Sell	5,592 -47	-0.8%	-$4.28K	0.02%	667
2025 Q3	$512K	Buy	5,639 +241	+4%	+$20.8K	0.02%	621
2025 Q2	$429K	Buy	+5,398	New	+$385K	0.02%	625
2023 Q2	–	Sell	-617	Closed	-$31.4K	–	1899
2023 Q1	$31.4K	Buy	617 +151	+32%	+$7.54K	﹤0.01%	2022
2022 Q4	$22.7K	Buy	+466	New	+$24K	﹤0.01%	2091

Other funds holding IMO

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Belpointe Asset Management's IMO Position: Q3 2026 in Review

Belpointe Asset Management reduced its Imperial Oil (IMO) stake by 3.6% in Q3 2026, selling an estimated $20.3K and leaving 4,282 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #727.

Belpointe Asset Management first reported a position in IMO in Q4 2022 and has held it in 8 quarters since. The position peaked at $529K in Q1 2026. 207 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

Belpointe Asset Management held 4,282 shares of Imperial Oil worth $527K as of Q3 2026.
Belpointe Asset Management sold 159 Imperial Oil shares in Q3 2026, an estimated $20.3K.
Imperial Oil made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #727 holding.
Belpointe Asset Management first reported a position in Imperial Oil in Q4 2022 and has held it in 8 quarters since.
Belpointe Asset Management's Imperial Oil position peaked at $529K in Q1 2026.
207 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.