Capital Analysts LLC’s Imperial Oil IMO Stock Holding History

Capital Analysts 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	$17K	Hold	155	–	–	﹤0.01%	1195
2026 Q1	$20K	Sell	155 -236	-60%	-$26.5K	﹤0.01%	1127
2025 Q4	$34K	Buy	391 +1	+0.3%	+$91	﹤0.01%	1002
2025 Q3	$35K	Buy	390 +238	+157%	+$20.6K	﹤0.01%	953
2025 Q2	$12K	Buy	152 +1	+0.7%	+$71	﹤0.01%	1112
2025 Q1	$11K	Hold	151	–	–	﹤0.01%	1113
2024 Q4	$9K	Buy	151 +1	+0.7%	+$73	﹤0.01%	1075
2024 Q3	$11K	Buy	150 +1	+0.7%	+$71	﹤0.01%	1012
2024 Q2	$10K	Buy	149 +1	+0.7%	+$69	﹤0.01%	959
2024 Q1	$10K	Hold	148	–	–	﹤0.01%	924
2023 Q4	$8K	Buy	148 +136	+1,133%	+$7.81K	﹤0.01%	923
2023 Q3	$1K	Buy	+12	New	+$657	﹤0.01%	1109
2022 Q4	–	Sell	-46	Closed	-$2K	–	1111
2022 Q3	$2K	Buy	+46	New	+$2.1K	﹤0.01%	998

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

Capital Analysts LLC's IMO Position: Q2 2026 in Review

Capital Analysts LLC held its Imperial Oil (IMO) position steady in Q2 2026 at 155 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Capital Analysts LLC first reported a position in IMO in Q3 2022 and has held it in 13 quarters since. The position peaked at $35K in Q3 2025. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Capital Analysts LLC held 155 shares of Imperial Oil worth $17K as of Q2 2026.
Capital Analysts LLC left its Imperial Oil share count unchanged in Q2 2026.
Imperial Oil made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1195 holding.
Capital Analysts LLC first reported a position in Imperial Oil in Q3 2022 and has held it in 13 quarters since.
Capital Analysts LLC's Imperial Oil position peaked at $35K in Q3 2025.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.