Capstone Investment Advisors
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Capstone Investment Advisors’s Imperial Oil IMO Stock Holding History

Capstone Investment Advisors’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 		$428K Buy
+3,825
New +$479K ﹤0.01% 1305
2025
Q3 		– Sell
-12,149
Closed -$966K – 1973
2025
Q2 		$966K Buy
+12,149
New +$868K ﹤0.01% 865
2024
Q3 		– Sell
-7,057
Closed -$482K – 2054
2024
Q2 		$482K Buy
+7,057
New +$486K ﹤0.01% 1329

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

Capstone Investment Advisors's IMO Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Imperial Oil (IMO) in Q2 2026: 3,825 shares worth $428K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in IMO as recently as Q2 2025.

Capstone Investment Advisors first reported a position in IMO in Q2 2024 and has held it in 3 quarters since. The position peaked at $966K in Q2 2025. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Capstone Investment Advisors held 3,825 shares of Imperial Oil worth $428K as of Q2 2026.
  • Imperial Oil was a new Capstone Investment Advisors position in Q2 2026.
  • Imperial Oil made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1305 holding.
  • Capstone Investment Advisors first reported a position in Imperial Oil in Q2 2024 and has held it in 3 quarters since.
  • Capstone Investment Advisors's Imperial Oil position peaked at $966K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.