Bogart Wealth LLC’s Imperial Oil IMO Stock Holding History

Bogart Wealth LLC’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	$4.59K	Sell	41 -13	-24%	-$1.63K	﹤0.01%	1226
2026 Q1	$7.06K	Hold	54	–	–	﹤0.01%	980
2025 Q4	$4.66K	Hold	54	–	–	﹤0.01%	1014
2025 Q3	$4.9K	Hold	54	–	–	﹤0.01%	983
2025 Q2	$4.29K	Hold	54	–	–	﹤0.01%	970
2025 Q1	$3.9K	Buy	+54	New	+$3.71K	﹤0.01%	949
2019 Q3	–	Sell	-7,500	Closed	-$207K	–	370
2019 Q2	$207K	Hold	7,500	–	–	0.13%	90
2019 Q1	$204K	Hold	7,500	–	–	0.1%	85
2018 Q4	$190K	Hold	7,500	–	–	0.09%	71
2018 Q3	$243K	Hold	7,500	–	–	0.14%	68
2018 Q2	$249K	Sell	7,500 -7,000	-48%	-$219K	0.15%	64
2018 Q1	$413K	Hold	14,500	–	–	0.24%	57
2017 Q4	$452K	Buy	+14,500	New	+$451K	0.29%	49

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

Bogart Wealth LLC's IMO Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Imperial Oil (IMO) stake by 24% in Q2 2026, selling an estimated $1.63K and leaving 41 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Bogart Wealth LLC first reported a position in IMO in Q4 2017 and has held it in 13 quarters since. The position peaked at $452K in Q4 2017. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Bogart Wealth LLC held 41 shares of Imperial Oil worth $4.59K as of Q2 2026.
Bogart Wealth LLC sold 13 Imperial Oil shares in Q2 2026, an estimated $1.63K.
Imperial Oil made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1226 holding.
Bogart Wealth LLC first reported a position in Imperial Oil in Q4 2017 and has held it in 13 quarters since.
Bogart Wealth LLC's Imperial Oil position peaked at $452K in Q4 2017.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.