Graves Light Lenhart Wealth’s Imperial Oil IMO Stock Holding History

Graves Light Lenhart Wealth’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 Q2	–	Sell	-3,000	Closed	-$217K	–	196
2025 Q1	$217K	Buy	+3,000	New	+$206K	0.03%	172
2024 Q4	–	Sell	-3,000	Closed	-$211K	–	190
2024 Q3	$211K	Hold	3,000	–	–	0.03%	174
2024 Q2	$202K	Hold	3,000	–	–	0.02%	174
2024 Q1	$207K	Buy	+3,000	New	+$183K	0.02%	174
2022 Q3	–	Sell	-3,000	Closed	-$141K	–	354
2022 Q2	$141K	Hold	3,000	–	–	0.02%	196
2022 Q1	$145K	Sell	3,000 -1,274	-30%	-$54.7K	0.02%	207
2021 Q4	$154K	Hold	4,274	–	–	0.02%	224
2021 Q3	$135K	Buy	4,274 +310	+8%	+$8.57K	0.02%	229
2021 Q2	$121K	Sell	3,964 -1,075	-21%	-$32.4K	0.02%	246
2021 Q1	$121K	Hold	5,039	–	–	0.02%	243
2020 Q4	$96K	Buy	+5,039	New	+$80.7K	0.02%	270

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Graves Light Lenhart Wealth's IMO Position: Q2 2025 in Review

Graves Light Lenhart Wealth sold out of Imperial Oil (IMO) in Q2 2025, closing a stake of 3,000 shares — an estimated $217K sold.

Graves Light Lenhart Wealth first reported a position in IMO in Q4 2020 and held it in 11 quarters. The position peaked at $217K in Q1 2025. 319 funds tracked by Wall St. Rank hold IMO as of Q2 2025.

Graves Light Lenhart Wealth reported no remaining Imperial Oil position as of Q2 2025 after selling out during the quarter.
Graves Light Lenhart Wealth sold 3,000 Imperial Oil shares in Q2 2025, an estimated $217K.
Graves Light Lenhart Wealth first reported a position in Imperial Oil in Q4 2020 and held it in 11 quarters.
Graves Light Lenhart Wealth's Imperial Oil position peaked at $217K in Q1 2025.
319 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2025.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2025, filed 9 Jul 2025.