EPIM
IMO icon

Evelyn Partners Investment Management’s Imperial Oil IMO Stock Holding History

Evelyn Partners Investment 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
Q1 		$82.4K Hold
630
– – ﹤0.01% 256
2025
Q4 		$54.4K Hold
630
– – ﹤0.01% 278
2025
Q3 		$57.1K Hold
630
– – ﹤0.01% 275
2025
Q2 		$50.1K Hold
630
– – ﹤0.01% 283
2025
Q1 		$45.5K Hold
630
– – ﹤0.01% 282
2024
Q4 		$38.8K Buy
+630
New +$45.7K ﹤0.01% 287

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 $570B 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 $269B 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 $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evelyn Partners Investment Management's IMO Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Imperial Oil (IMO) position steady in Q1 2026 at 630 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Evelyn Partners Investment Management first reported a position in IMO in Q4 2024 and has held it in 6 quarters since. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • Evelyn Partners Investment Management held 630 shares of Imperial Oil worth $82.4K as of Q1 2026.
  • Evelyn Partners Investment Management left its Imperial Oil share count unchanged in Q1 2026.
  • Imperial Oil made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #256 holding.
  • Evelyn Partners Investment Management first reported a position in Imperial Oil in Q4 2024 and has held it in 6 quarters since.
  • 405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.