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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
Q2 		$25.5M Buy
227,592
+60,792
+36% +$7.62M 0.13% 60
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 $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

Capital Wealth Planning's IMO Position: Q2 2026 in Review

Capital Wealth Planning increased its Imperial Oil (IMO) stake by 36% in Q2 2026, buying an estimated $7.62M and bringing the position to 227,592 shares worth $25.5M. The position accounts for 0.13% of the portfolio, ranked #60.

Capital Wealth Planning first reported a position in IMO in Q3 2025 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Capital Wealth Planning held 227,592 shares of Imperial Oil worth $25.5M as of Q2 2026.
  • Capital Wealth Planning bought 60,792 Imperial Oil shares in Q2 2026, an estimated $7.62M.
  • Imperial Oil made up 0.13% of Capital Wealth Planning's portfolio in Q2 2026, its #60 holding.
  • Capital Wealth Planning first reported a position in Imperial Oil in Q3 2025 and has held it in 4 quarters since.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

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