Cresset Asset Management’s Imperial Oil IMO Stock Holding History

Cresset Asset Management’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	–	Sell	-1,920	Closed	-$252K	–	1788
2026 Q1	$252K	Buy	+1,920	New	+$215K	﹤0.01%	1357
2025 Q2	–	Sell	-4,262	Closed	-$310K	–	1608
2025 Q1	$310K	Buy	+4,262	New	+$293K	﹤0.01%	1297
2024 Q4	–	Sell	-8,307	Closed	-$589K	–	1976
2024 Q3	$589K	Buy	8,307 +2,500	+43%	+$177K	﹤0.01%	1428
2024 Q2	$399K	Buy	5,807 +254	+5%	+$17.5K	﹤0.01%	1561
2024 Q1	$386K	Sell	5,553 -44	-0.8%	-$2.69K	﹤0.01%	1464
2023 Q4	$322K	Sell	5,597 -34	-0.6%	-$1.95K	﹤0.01%	1452
2023 Q3	$349K	Buy	5,631 +190	+3%	+$10.4K	﹤0.01%	1372
2023 Q2	$281K	Buy	+5,441	New	+$270K	﹤0.01%	1554

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

Cresset Asset Management's IMO Position: Q2 2026 in Review

Cresset Asset Management sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 1,920 shares — an estimated $252K sold.

Cresset Asset Management first reported a position in IMO in Q2 2023 and held it in 8 quarters. The position peaked at $589K in Q3 2024. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Cresset Asset Management reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
Cresset Asset Management sold 1,920 Imperial Oil shares in Q2 2026, an estimated $252K.
Cresset Asset Management first reported a position in Imperial Oil in Q2 2023 and held it in 8 quarters.
Cresset Asset Management's Imperial Oil position peaked at $589K in Q3 2024.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.