Corient Private Wealth
IMO icon

Corient Private Wealth’s Imperial Oil IMO Stock Holding History

Corient Private Wealth’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 		$1.99M Sell
15,515
-19,329
-55% -$2.17M ﹤0.01% 1269
2025
Q4 		$3.01M Buy
34,844
+14,384
+70% +$1.31M ﹤0.01% 1306
2025
Q3 		$1.86M Buy
20,460
+5,376
+36% +$464K ﹤0.01% 1096
2025
Q2 		$1.2M Buy
15,084
+50
+0.3% +$3.57K ﹤0.01% 1275
2025
Q1 		$1.09M Sell
15,034
-6,060
-29% -$416K ﹤0.01% 1237
2024
Q4 		$1.3M Sell
21,094
-18,983
-47% -$1.38M ﹤0.01% 1192
2024
Q3 		$2.82M Buy
40,077
+16,611
+71% +$1.18M ﹤0.01% 948
2024
Q2 		$1.6M Sell
23,466
-58
-0.2% -$3.99K ﹤0.01% 1130
2024
Q1 		$1.63M Buy
23,524
+1,815
+8% +$111K ﹤0.01% 1125
2023
Q4 		$1.24M Sell
21,709
-67
-0.3% -$3.85K ﹤0.01% 1210
2023
Q3 		$1.34M Sell
21,776
-138
-0.6% -$7.56K ﹤0.01% 1082
2023
Q2 		$1.12M Buy
21,914
+577
+3% +$28.7K ﹤0.01% 1108
2023
Q1 		$1.08M Buy
21,337
+6,444
+43% +$322K ﹤0.01% 1056
2022
Q4 		$721K Buy
+14,893
New +$767K ﹤0.01% 1023

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
VCM
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
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