Genus Capital Management’s Imperial Oil IMO Stock Holding History

Genus Capital Management’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	$2.24M	Sell	17,167 -5,825	-25%	-$654K	0.26%	112
2025 Q4	$1.99M	Sell	22,992 -40,465	-64%	-$3.68M	0.23%	102
2025 Q3	$5.76M	Sell	63,457 -15,855	-20%	-$1.37M	0.67%	50
2025 Q2	$6.29M	Sell	79,312 -15,200	-16%	-$1.09M	0.8%	41
2025 Q1	$6.83M	Buy	+94,512	New	+$6.49M	0.99%	30
2024 Q4	–	Hold	0	–	–	–	315
2024 Q3	–	Hold	0	–	–	–	323
2024 Q2	–	Sell	-63,285	Closed	-$4.36M	–	301
2024 Q1	$4.37M	Buy	+63,285	New	+$3.86M	0.57%	57
2023 Q4	–	Sell	-19,244	Closed	-$1.11M	–	304
2023 Q3	$1.19M	Sell	19,244 -98,785	-84%	-$5.41M	0.19%	120
2023 Q2	$6.05M	Buy	+118,029	New	+$5.86M	0.89%	29

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