FTA
IMO icon

Financial & Tax Architects’s Imperial Oil IMO Stock Holding History

Financial & Tax Architects’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 		$452K Buy
+4,036
New +$506K 0.1% 91
2026
Q1 		– Sell
-8,413
Closed -$726K – 113
2025
Q4 		$726K Sell
8,413
-257
-3% -$23.4K 0.16% 82
2025
Q3 		$787K Buy
+8,670
New +$749K 0.17% 81

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

Financial & Tax Architects's IMO Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in Imperial Oil (IMO) in Q2 2026: 4,036 shares worth $452K. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in IMO as recently as Q4 2025.

Financial & Tax Architects first reported a position in IMO in Q3 2025 and has held it in 3 quarters since. The position peaked at $787K in Q3 2025. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Financial & Tax Architects held 4,036 shares of Imperial Oil worth $452K as of Q2 2026.
  • Imperial Oil was a new Financial & Tax Architects position in Q2 2026.
  • Imperial Oil made up 0.1% of Financial & Tax Architects's portfolio in Q2 2026, its #91 holding.
  • Financial & Tax Architects first reported a position in Imperial Oil in Q3 2025 and has held it in 3 quarters since.
  • Financial & Tax Architects's Imperial Oil position peaked at $787K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.