Grove Bank & Trust’s Imperial Oil IMO Stock Holding History

Grove Bank & Trust’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	-50	Closed	-$6.54K	–	904
2026 Q1	$6.54K	Hold	50	–	–	﹤0.01%	683
2025 Q4	$4.32K	Hold	50	–	–	﹤0.01%	746
2025 Q3	$4.54K	Hold	50	–	–	﹤0.01%	720
2025 Q2	$3.97K	Hold	50	–	–	﹤0.01%	725
2025 Q1	$3.62K	Hold	50	–	–	﹤0.01%	709
2024 Q4	$3.08K	Sell	50 -488	-91%	-$35.4K	﹤0.01%	651
2024 Q3	$37.9K	Buy	538 +438	+438%	+$31K	0.01%	384
2024 Q2	$6.83K	Buy	+100	New	+$6.89K	﹤0.01%	505
2024 Q1	–	Sell	-50	Closed	-$2.86K	–	583
2023 Q4	$2.86K	Hold	50	–	–	﹤0.01%	559
2023 Q3	$3.08K	Hold	50	–	–	﹤0.01%	614
2023 Q2	$2.56K	Hold	50	–	–	﹤0.01%	591
2023 Q1	$2.54K	Hold	50	–	–	﹤0.01%	627
2022 Q4	$2K	Buy	+50	New	+$2.58K	﹤0.01%	572
2016 Q1	–	Sell	-35	Closed	-$1K	–	302
2015 Q4	$1K	Buy	+35	New	+$1.13K	﹤0.01%	336

Other funds holding IMO

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Safir Wealth Advisors Greenland, New Hampshire $154M AUM 15.56% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return