Farther Finance Advisors’s Imperial Oil IMO Stock Holding History

Farther Finance 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 Q1	$645K	Buy	4,998 +408	+9%	+$45.8K	0.01%	1228
2025 Q4	$396K	Buy	4,590 +77	+2%	+$7.01K	﹤0.01%	1465
2025 Q3	$410K	Buy	4,513 +1,062	+31%	+$91.7K	0.01%	1183
2025 Q2	$274K	Buy	3,451 +2,745	+389%	+$196K	0.01%	1237
2025 Q1	$51.5K	Buy	706 +3	+0.4%	+$206	﹤0.01%	1879
2024 Q4	$43.3K	Buy	703 +13	+2%	+$943	﹤0.01%	1740
2024 Q3	$48.6K	Buy	690 +27	+4%	+$1.91K	﹤0.01%	1684
2024 Q2	$44.6K	Sell	663 -38	-5%	-$2.62K	﹤0.01%	1465
2024 Q1	$48.9K	Buy	701 +26	+4%	+$1.59K	﹤0.01%	1202
2023 Q4	$38.6K	Buy	675 +581	+618%	+$33.4K	﹤0.01%	1127
2023 Q3	$5.81K	Buy	94 +5	+6%	+$274	﹤0.01%	1482
2023 Q2	$4.56K	Hold	89	–	–	﹤0.01%	1465
2023 Q1	$4.52K	Hold	89	–	–	﹤0.01%	1376
2022 Q4	$4.34K	Buy	+89	New	+$4.59K	﹤0.01%	1220

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