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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
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 – 2094
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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return