BCI
IMO icon

Brinker Capital Investments’s Imperial Oil IMO Stock Holding History

Brinker Capital Investments’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 		$1.23M Sell
10,998
-112
-1% -$14K 0.01% 1037
2026
Q1 		$1.45M Buy
11,110
+1,527
+16% +$171K 0.01% 915
2025
Q4 		$827K Sell
9,583
-56
-0.6% -$5.1K 0.01% 1331
2025
Q3 		$875K Sell
9,639
-554
-5% -$47.9K 0.01% 1296
2025
Q2 		$810K Sell
10,193
-4,116
-29% -$294K 0.01% 1308
2025
Q1 		$1.03M Sell
14,309
-1,330
-9% -$91.4K 0.01% 1065
2024
Q4 		$963K Sell
15,639
-691
-4% -$50.1K 0.01% 1076
2024
Q3 		$1.15M Sell
16,330
-361
-2% -$25.6K 0.01% 979
2024
Q2 		$1.14M Sell
16,691
-809
-5% -$55.7K 0.01% 929
2024
Q1 		$1.21M Buy
17,500
+2,966
+20% +$181K 0.01% 898
2023
Q4 		$835K Sell
14,534
-602
-4% -$34.6K 0.01% 1027
2023
Q3 		$932K Sell
15,136
-2,064
-12% -$113K 0.01% 956
2023
Q2 		$880K Sell
17,200
-1,516
-8% -$75.3K 0.01% 1002
2023
Q1 		$951K Sell
18,716
-1,917
-9% -$95.7K 0.01% 896
2022
Q4 		$1.01M Sell
20,633
-2,008
-9% -$103K 0.02% 727
2022
Q3 		$980K Sell
22,641
-646
-3% -$29.5K 0.02% 715
2022
Q2 		$1.1M Sell
23,287
-2,524
-10% -$129K 0.02% 706
2022
Q1 		$1.25M Sell
25,811
-895
-3% -$38.4K 0.02% 717
2021
Q4 		$964K Buy
26,706
+863
+3% +$29.7K 0.01% 832
2021
Q3 		$786K Hold
25,843
– – 0.01% 845
2021
Q2 		$786K Buy
+25,843
New +$779K 0.01% 899

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brinker Capital Investments's IMO Position: Q2 2026 in Review

Brinker Capital Investments reduced its Imperial Oil (IMO) stake by 1% in Q2 2026, selling an estimated $14K and leaving 10,998 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1037.

Brinker Capital Investments first reported a position in IMO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.45M in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Brinker Capital Investments held 10,998 shares of Imperial Oil worth $1.23M as of Q2 2026.
  • Brinker Capital Investments sold 112 Imperial Oil shares in Q2 2026, an estimated $14K.
  • Imperial Oil made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1037 holding.
  • Brinker Capital Investments first reported a position in Imperial Oil in Q2 2021 and has held it in 21 quarters since.
  • Brinker Capital Investments's Imperial Oil position peaked at $1.45M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.