Guardian Partners’s Imperial Oil IMO Stock Holding History

Guardian 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
2026 Q3	$16.7M	Sell	135,525 -5,459	-4%	-$696K	1.48%	17
2026 Q2	$15.8M	Sell	140,984 -13,772	-9%	-$1.73M	1.43%	20
2026 Q1	$20.3M	Sell	154,756 -3,537	-2%	-$397K	1.69%	16
2025 Q4	$17.4M	Sell	158,293 -1,815	-1%	-$165K	1.4%	19
2025 Q3	$14.5M	Sell	160,108 -2,619	-2%	-$226K	1.22%	25
2025 Q2	$13M	Buy	162,727 +355	+0.2%	+$25.3K	1.17%	25
2025 Q1	$10.5M	Sell	162,372 -2,060	-1%	-$141K	1.09%	32
2024 Q4	$10.9M	Buy	+164,432	New	+$11.9M	1.11%	31

Other funds holding IMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Gulf International Bank (UK) London, United Kingdom $5.19B AUM 34.99% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners's IMO Position: Q3 2026 in Review

Guardian Partners reduced its Imperial Oil (IMO) stake by 3.9% in Q3 2026, selling an estimated $696K and leaving 135,525 shares worth $16.7M. The position accounts for 1.48% of the portfolio, ranked #17.

Guardian Partners first reported a position in IMO in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.3M in Q1 2026. 78 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

Guardian Partners held 135,525 shares of Imperial Oil worth $16.7M as of Q3 2026.
Guardian Partners sold 5,459 Imperial Oil shares in Q3 2026, an estimated $696K.
Imperial Oil made up 1.48% of Guardian Partners's portfolio in Q3 2026, its #17 holding.
Guardian Partners first reported a position in Imperial Oil in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Imperial Oil position peaked at $20.3M in Q1 2026.
78 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.