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EverSource Wealth Advisors’s Imperial Oil IMO Stock Holding History

EverSource Wealth Advisors’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 		$282K Sell
2,516
-1,820
-42% -$228K 0.01% 831
2026
Q1 		$567K Buy
4,336
+1,653
+62% +$185K 0.02% 552
2025
Q4 		$232K Buy
2,683
+84
+3% +$7.65K 0.01% 881
2025
Q3 		$236K Buy
2,599
+127
+5% +$11K 0.01% 823
2025
Q2 		$196K Buy
2,472
+206
+9% +$14.7K 0.01% 868
2025
Q1 		$164K Buy
2,266
+254
+13% +$17.4K 0.01% 731
2024
Q4 		$124K Sell
2,012
-99
-5% -$7.18K 0.01% 840
2024
Q3 		$149K Sell
2,111
-1,197
-36% -$84.7K 0.01% 658
2024
Q2 		$237K Buy
3,308
+163
+5% +$11.2K 0.02% 501
2024
Q1 		$216K Buy
3,145
+255
+9% +$15.6K 0.02% 464
2023
Q4 		$165K Buy
2,890
+167
+6% +$9.59K 0.02% 482
2023
Q3 		$168K Buy
2,723
+10
+0.4% +$548 0.02% 435
2023
Q2 		$139K Buy
2,713
+210
+8% +$10.4K 0.02% 477
2023
Q1 		$127K Sell
2,503
-66
-3% -$3.29K 0.02% 468
2022
Q4 		$125K Buy
2,569
+16
+0.6% +$825 0.02% 447
2022
Q3 		$111K Buy
2,553
+2,364
+1,251% +$108K 0.03% 402
2022
Q2 		$9K Hold
189
– – ﹤0.01% 1069
2022
Q1 		$9K Hold
189
– – ﹤0.01% 1018
2021
Q4 		$7K Buy
+189
New +$6.5K ﹤0.01% 1110

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's IMO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Imperial Oil (IMO) stake by 42% in Q2 2026, selling an estimated $228K and leaving 2,516 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #831.

EverSource Wealth Advisors first reported a position in IMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $567K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • EverSource Wealth Advisors held 2,516 shares of Imperial Oil worth $282K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,820 Imperial Oil shares in Q2 2026, an estimated $228K.
  • Imperial Oil made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #831 holding.
  • EverSource Wealth Advisors first reported a position in Imperial Oil in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Imperial Oil position peaked at $567K in Q1 2026.
  • 410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.