Global Retirement Partners’s Imperial Oil IMO Stock Holding History

Global Retirement Partners’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
2025 Q4	$24.7K	Sell	286 -15	-5%	-$1.37K	﹤0.01%	2775
2025 Q3	$27.3K	Buy	301 +22	+8%	+$1.9K	﹤0.01%	2247
2025 Q2	$22.2K	Buy	+279	New	+$19.9K	﹤0.01%	2238
2024 Q4	$5.26K	Sell	85 -31	-27%	-$2.25K	﹤0.01%	2657
2024 Q3	$8.17K	Sell	116 -18	-13%	-$1.27K	﹤0.01%	2367
2024 Q2	$9.15K	Sell	134 -103	-43%	-$7.09K	﹤0.01%	2359
2024 Q1	$16.4K	Sell	237 -228	-49%	-$13.9K	﹤0.01%	1892
2023 Q4	$26.8K	Buy	465 +2	+0.4%	+$115	﹤0.01%	1617
2023 Q3	$26.5K	Sell	463 -50	-10%	-$2.74K	﹤0.01%	1533
2023 Q2	$26.2K	Buy	513 +32	+7%	+$1.59K	﹤0.01%	1558
2023 Q1	$22K	Buy	481 +358	+291%	+$17.9K	﹤0.01%	1600
2022 Q4	$6K	Sell	123 -134	-52%	-$6.91K	﹤0.01%	1963
2022 Q3	$14K	Sell	257 -33	-11%	-$1.51K	﹤0.01%	1541
2022 Q2	$14K	Sell	290 -6	-2%	-$307	﹤0.01%	1492
2022 Q1	$16K	Buy	+296	New	+$12.7K	﹤0.01%	1437

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return