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 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	–	373
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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return