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Cassaday & Co Wealth Management’s Imperial Oil IMO Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-17
Closed -$2.22K – 1376
2026
Q1 		$2.22K Buy
+17
New +$1.91K ﹤0.01% 1056

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

Cassaday & Co Wealth Management's IMO Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 17 shares — an estimated $2.22K sold.

Cassaday & Co Wealth Management first reported a position in IMO in Q1 2026 and held it in 1 quarter. The position peaked at $2.22K in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 17 Imperial Oil shares in Q2 2026, an estimated $2.22K.
  • Cassaday & Co Wealth Management first reported a position in Imperial Oil in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Imperial Oil position peaked at $2.22K in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.