Evelyn Partners’s Imperial Oil IMO Stock Holding History

Evelyn Partners’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 Q3	$77.5K	Hold	630	–	–	﹤0.01%	389
2026 Q2	$70.7K	Buy	+630	New	+$78.9K	﹤0.01%	344

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Evelyn Partners's IMO Position: Q3 2026 in Review

Evelyn Partners held its Imperial Oil (IMO) position steady in Q3 2026 at 630 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Evelyn Partners first reported a position in IMO in Q2 2026 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

Evelyn Partners held 630 shares of Imperial Oil worth $77.5K as of Q3 2026.
Evelyn Partners left its Imperial Oil share count unchanged in Q3 2026.
Imperial Oil made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #389 holding.
Evelyn Partners first reported a position in Imperial Oil in Q2 2026 and has held it in 2 quarters since.
354 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.