CoreCap Advisors
IMO icon

CoreCap Advisors’s Imperial Oil IMO Stock Holding History

CoreCap 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
Q3 		$114K Sell
924
-30
-3% -$3.82K ﹤0.01% 1053
2026
Q2 		$107K Buy
954
+162
+20% +$20.3K ﹤0.01% 1073
2026
Q1 		$104K Sell
792
-542
-41% -$60.8K ﹤0.01% 1022
2025
Q4 		$115K Sell
1,334
-410
-24% -$37.3K ﹤0.01% 975
2025
Q3 		$158K Sell
1,744
-260
-13% -$22.5K 0.01% 872
2025
Q2 		$159K Sell
2,004
-37
-2% -$2.64K 0.01% 821
2025
Q1 		$148K Buy
2,041
+330
+19% +$22.7K 0.01% 766
2024
Q4 		$105K Sell
1,711
-980
-36% -$71.1K ﹤0.01% 908
2024
Q3 		$190K Buy
+2,691
New +$190K 0.01% 709
2024
Q2 		– Sell
-4,917
Closed -$340K – 2080
2024
Q1 		$340K Sell
4,917
-405
-8% -$24.7K 0.02% 493
2023
Q4 		$304K Buy
5,322
+420
+9% +$24.1K 0.02% 450
2023
Q3 		$302K Sell
4,902
-2,597
-35% -$142K 0.02% 420
2023
Q2 		$384K Buy
+7,499
New +$373K 0.03% 406
2022
Q4 		$323K Sell
6,630
-2,030
-23% -$105K 0.02% 439
2022
Q3 		$375K Buy
8,660
+88
+1% +$4.02K 0.03% 372
2022
Q2 		$404K Buy
+8,572
New +$438K 0.03% 367

Other funds holding IMO

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Klein Pavlis & Peasley Financial
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
Gulf International Bank (UK)
Gulf International Bank (UK) London, United Kingdom $5.19B AUM 34.99% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CoreCap Advisors's IMO Position: Q3 2026 in Review

CoreCap Advisors reduced its Imperial Oil (IMO) stake by 3.1% in Q3 2026, selling an estimated $3.82K and leaving 924 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

CoreCap Advisors first reported a position in IMO in Q2 2022 and has held it in 16 quarters since. The position peaked at $404K in Q2 2022. 68 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • CoreCap Advisors held 924 shares of Imperial Oil worth $114K as of Q3 2026.
  • CoreCap Advisors sold 30 Imperial Oil shares in Q3 2026, an estimated $3.82K.
  • Imperial Oil made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1053 holding.
  • CoreCap Advisors first reported a position in Imperial Oil in Q2 2022 and has held it in 16 quarters since.
  • CoreCap Advisors's Imperial Oil position peaked at $404K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.