D'Orazio & Associates’s Imperial Oil IMO Stock Holding History

D'Orazio & Associates’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	$408K	Buy	3,122 +29	+0.9%	+$3.25K	0.05%	146
2025 Q4	$267K	Sell	3,093 -58	-2%	-$5.28K	0.03%	212
2025 Q3	$286K	Buy	3,151 +87	+3%	+$7.52K	0.04%	196
2025 Q2	$244K	Buy	+3,064	New	+$219K	0.03%	214
2021 Q4	–	Sell	-47	Closed	-$1K	–	382
2021 Q3	$1K	Buy	+47	New	+$1.3K	﹤0.01%	730
2015 Q4	–	Sell	-262	Closed	-$9K	–	286
2015 Q3	$9K	Buy	+262	New	+$9.08K	﹤0.01%	199
2015 Q2	–	Sell	-675	Closed	-$27K	–	253
2015 Q1	$27K	Hold	675	–	–	0.02%	134
2014 Q4	$29K	Hold	675	–	–	0.02%	122
2014 Q3	$32K	Hold	675	–	–	0.02%	112
2014 Q2	$36K	Hold	675	–	–	0.03%	105
2014 Q1	$31K	Hold	675	–	–	0.02%	113
2013 Q4	$30K	Buy	+675	New	+$29.4K	0.03%	97

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

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 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