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Evolve Private Wealth’s Imperial Oil IMO Stock Holding History

Evolve Private Wealth’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 		$1.64M Buy
14,522
+839
+6% +$105K 0.1% 185
2026
Q1 		$1.79M Buy
13,683
+1,832
+15% +$206K 0.1% 206
2025
Q4 		$1.03M Buy
+11,851
New +$1.08M 0.06% 287

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

Evolve Private Wealth's IMO Position: Q2 2026 in Review

Evolve Private Wealth increased its Imperial Oil (IMO) stake by 6.1% in Q2 2026, buying an estimated $105K and bringing the position to 14,522 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #185.

Evolve Private Wealth first reported a position in IMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Evolve Private Wealth held 14,522 shares of Imperial Oil worth $1.64M as of Q2 2026.
  • Evolve Private Wealth bought 839 Imperial Oil shares in Q2 2026, an estimated $105K.
  • Imperial Oil made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #185 holding.
  • Evolve Private Wealth first reported a position in Imperial Oil in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Imperial Oil position peaked at $1.79M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.