Clearstead Advisors’s Imperial Oil IMO Stock Holding History

Clearstead 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	$496K	Buy	+4,427	New	+$555K	﹤0.01%	765
2026 Q1	–	Sell	-1,823	Closed	-$157K	–	2541
2025 Q4	$157K	Hold	1,823	–	–	﹤0.01%	982
2025 Q3	$165K	Sell	1,823 -40	-2%	-$3.46K	﹤0.01%	922
2025 Q2	$148K	Buy	1,863 +40	+2%	+$2.86K	﹤0.01%	957
2025 Q1	$132K	Hold	1,823	–	–	﹤0.01%	926
2024 Q4	$112K	Hold	1,823	–	–	﹤0.01%	995
2024 Q3	$128K	Hold	1,823	–	–	﹤0.01%	969
2024 Q2	$124K	Hold	1,823	–	–	﹤0.01%	951
2024 Q1	$127K	Buy	+1,823	New	+$111K	0.01%	558

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

Clearstead Advisors's IMO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Imperial Oil (IMO) in Q2 2026: 4,427 shares worth $496K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IMO as recently as Q4 2025.

Clearstead Advisors first reported a position in IMO in Q1 2024 and has held it in 9 quarters since. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Clearstead Advisors held 4,427 shares of Imperial Oil worth $496K as of Q2 2026.
Imperial Oil was a new Clearstead Advisors position in Q2 2026.
Imperial Oil made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #765 holding.
Clearstead Advisors first reported a position in Imperial Oil in Q1 2024 and has held it in 9 quarters since.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.