Checchi Capital Advisers’s Imperial Oil IMO Stock Holding History

Checchi Capital Advisers’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	$343K	Sell	3,062 -105	-3%	-$13.2K	0.02%	448
2026 Q1	$414K	Buy	3,167 +67	+2%	+$7.52K	0.02%	393
2025 Q4	$268K	Buy	3,100 +17	+0.6%	+$1.55K	0.01%	459
2025 Q3	$280K	Hold	3,083	–	–	0.01%	458
2025 Q2	$245K	Sell	3,083 -265	-8%	-$18.9K	0.01%	509
2025 Q1	$242K	Buy	+3,348	New	+$230K	0.01%	512
2024 Q4	–	Sell	-3,234	Closed	-$228K	–	579
2024 Q3	$228K	Hold	3,234	–	–	0.01%	519
2024 Q2	$221K	Hold	3,234	–	–	0.01%	510
2024 Q1	$224K	Buy	+3,234	New	+$197K	0.02%	521
2016 Q3	–	Sell	-3,181	Closed	-$100K	–	786
2016 Q2	$100K	Sell	3,181 -109	-3%	-$3.45K	0.01%	577
2016 Q1	$110K	Buy	+3,290	New	+$103K	0.02%	550

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

Checchi Capital Advisers's IMO Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Imperial Oil (IMO) stake by 3.3% in Q2 2026, selling an estimated $13.2K and leaving 3,062 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #448.

Checchi Capital Advisers first reported a position in IMO in Q1 2016 and has held it in 11 quarters since. The position peaked at $414K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Checchi Capital Advisers held 3,062 shares of Imperial Oil worth $343K as of Q2 2026.
Checchi Capital Advisers sold 105 Imperial Oil shares in Q2 2026, an estimated $13.2K.
Imperial Oil made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #448 holding.
Checchi Capital Advisers first reported a position in Imperial Oil in Q1 2016 and has held it in 11 quarters since.
Checchi Capital Advisers's Imperial Oil position peaked at $414K in Q1 2026.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.