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 Q1	$414K	Buy	3,167 +67	+2%	+$7.52K	0.03%	393
2025 Q4	$268K	Buy	3,100 +17	+0.6%	+$1.55K	0.02%	459
2025 Q3	$280K	Hold	3,083	–	–	0.02%	458
2025 Q2	$245K	Sell	3,083 -265	-8%	-$18.9K	0.02%	509
2025 Q1	$242K	Buy	+3,348	New	+$230K	0.02%	512
2024 Q4	–	Sell	-3,234	Closed	-$228K	–	579
2024 Q3	$228K	Hold	3,234	–	–	0.02%	519
2024 Q2	$221K	Hold	3,234	–	–	0.02%	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	0.03%	577
2016 Q1	$110K	Buy	+3,290	New	+$103K	0.03%	550

Other funds holding IMO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return