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 Q3	$5.04K	Hold	41	–	–	﹤0.01%	1231
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 $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Bogart Wealth LLC's IMO Position: Q3 2026 in Review

Bogart Wealth LLC held its Imperial Oil (IMO) position steady in Q3 2026 at 41 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Bogart Wealth LLC first reported a position in IMO in Q4 2017 and has held it in 14 quarters since. The position peaked at $452K in Q4 2017. 354 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

Bogart Wealth LLC held 41 shares of Imperial Oil worth $5.04K as of Q3 2026.
Bogart Wealth LLC left its Imperial Oil share count unchanged in Q3 2026.
Imperial Oil made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #1231 holding.
Bogart Wealth LLC first reported a position in Imperial Oil in Q4 2017 and has held it in 14 quarters since.
Bogart Wealth LLC's Imperial Oil position peaked at $452K in Q4 2017.
354 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.