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Capital Wealth Planning’s Imperial Oil IMO Stock Holding History

Capital Wealth Planning’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 		$21.8M Buy
166,800
+17,538
+12% +$1.97M 0.12% 53
2025
Q4 		$13.3M Buy
149,262
+57,570
+63% +$5.24M 0.09% 56
2025
Q3 		$8.32M Buy
+91,692
New +$7.92M 0.06% 60

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 $570B AUM 27.57% 1-Year Est. Return
VCM
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 $269B 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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Wealth Planning's IMO Position: Q1 2026 in Review

Capital Wealth Planning increased its Imperial Oil (IMO) stake by 12% in Q1 2026, buying an estimated $1.97M and bringing the position to 166,800 shares worth $21.8M. The position accounts for 0.12% of the portfolio, ranked #53.

Capital Wealth Planning first reported a position in IMO in Q3 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • Capital Wealth Planning held 166,800 shares of Imperial Oil worth $21.8M as of Q1 2026.
  • Capital Wealth Planning bought 17,538 Imperial Oil shares in Q1 2026, an estimated $1.97M.
  • Imperial Oil made up 0.12% of Capital Wealth Planning's portfolio in Q1 2026, its #53 holding.
  • Capital Wealth Planning first reported a position in Imperial Oil in Q3 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.