Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Imperial Oil IMO Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-1
Closed -$97 – 528
2026
Q2 		$97 Buy
+1
New +$125 ﹤0.01% 710

Other funds holding IMO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Halbert Hargrove Global Advisors's IMO Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Imperial Oil (IMO) in Q3 2026, closing a stake of 1 share — an estimated $97 sold.

Halbert Hargrove Global Advisors first reported a position in IMO in Q2 2026 and held it in 1 quarter. The position peaked at $97 in Q2 2026. 187 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Imperial Oil position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 Imperial Oil share in Q3 2026, an estimated $97.
  • Halbert Hargrove Global Advisors first reported a position in Imperial Oil in Q2 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Imperial Oil position peaked at $97 in Q2 2026.
  • 187 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.