GoalVest Advisory’s Imperial Oil IMO Stock Holding History

GoalVest Advisory’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	–	Sell	-40	Closed	-$5.23K	–	533
2026 Q1	$5.23K	Buy	+40	New	+$4.49K	﹤0.01%	392

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GoalVest Advisory's IMO Position: Q2 2026 in Review

GoalVest Advisory sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 40 shares — an estimated $5.23K sold.

GoalVest Advisory first reported a position in IMO in Q1 2026 and held it in 1 quarter. The position peaked at $5.23K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

GoalVest Advisory reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 40 Imperial Oil shares in Q2 2026, an estimated $5.23K.
GoalVest Advisory first reported a position in Imperial Oil in Q1 2026 and held it in 1 quarter.
GoalVest Advisory's Imperial Oil position peaked at $5.23K in Q1 2026.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.