Charles Schwab’s Imperial Oil IMO Stock Holding History

Charles Schwab’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	$59.1M	Buy	526,438 +11,260	+2%	+$1.41M	0.01%	1131
2026 Q1	$67.3M	Sell	515,178 -42,360	-8%	-$4.75M	0.01%	956
2025 Q4	$48.2M	Buy	557,538 +8,285	+2%	+$754K	0.01%	1184
2025 Q3	$49.8M	Sell	549,253 -4,357	-0.8%	-$376K	0.01%	1168
2025 Q2	$43.9M	Buy	553,610 +19,345	+4%	+$1.38M	0.01%	1181
2025 Q1	$38.6M	Buy	534,265 +11,543	+2%	+$793K	0.01%	1246
2024 Q4	$32.2M	Sell	522,722 -25,832	-5%	-$1.87M	0.01%	1417
2024 Q3	$38.6M	Buy	548,554 +16,555	+3%	+$1.17M	0.01%	1299
2024 Q2	$36.3M	Buy	+531,999	New	+$36.6M	0.01%	1285

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab's IMO Position: Q2 2026 in Review

Charles Schwab increased its Imperial Oil (IMO) stake by 2.2% in Q2 2026, buying an estimated $1.41M and bringing the position to 526,438 shares worth $59.1M. The position accounts for 0.01% of the portfolio, ranked #1131.

Charles Schwab first reported a position in IMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $67.3M in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Charles Schwab held 526,438 shares of Imperial Oil worth $59.1M as of Q2 2026.
Charles Schwab bought 11,260 Imperial Oil shares in Q2 2026, an estimated $1.41M.
Imperial Oil made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1131 holding.
Charles Schwab first reported a position in Imperial Oil in Q2 2024 and has held it in 9 quarters since.
Charles Schwab's Imperial Oil position peaked at $67.3M in Q1 2026.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.