CWA Asset Management Group’s Imperial Oil IMO Stock Holding History

CWA Asset Management Group’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	-22,809	Closed	-$2.98M	–	746
2026 Q1	$2.98M	Buy	22,809 +2,452	+12%	+$275K	0.1%	198
2025 Q4	$1.76M	Buy	+20,357	New	+$1.85M	0.06%	261
2025 Q1	–	Sell	-17,579	Closed	-$1.08M	–	615
2024 Q4	$1.08M	Buy	17,579 +4,119	+31%	+$299K	0.05%	241
2024 Q3	$948K	Buy	+13,460	New	+$953K	0.05%	260

Other funds holding IMO

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Safir Wealth Advisors Greenland, New Hampshire $154M AUM 15.56% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return