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 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

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