Holistic Financial Partners’s Imperial Oil IMO Stock Holding History

Holistic Financial 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 Q2	$443K	Hold	3,954	–	–	0.27%	53
2026 Q1	$517K	Hold	3,954	–	–	0.19%	59
2025 Q4	$341K	Hold	3,954	–	–	0.12%	81
2025 Q3	$359K	Hold	3,954	–	–	0.15%	80
2025 Q2	$314K	Hold	3,954	–	–	0.14%	85
2025 Q1	$286K	Hold	3,954	–	–	0.14%	85
2024 Q4	$244K	Hold	3,954	–	–	0.12%	102
2024 Q3	$279K	Hold	3,954	–	–	0.13%	90
2024 Q2	$270K	Hold	3,954	–	–	0.14%	89
2024 Q1	$273K	Hold	3,954	–	–	0.14%	91
2023 Q4	$226K	Hold	3,954	–	–	0.14%	104
2023 Q3	$244K	Hold	3,954	–	–	0.16%	84
2023 Q2	$202K	Hold	3,954	–	–	0.14%	103
2023 Q1	$201K	Buy	+3,954	New	+$197K	0.16%	101
2018 Q2	–	Sell	-4,607	Closed	-$122K	–	187
2018 Q1	$122K	Hold	4,607	–	–	0.1%	96
2017 Q4	$144K	Buy	+4,607	New	+$143K	0.12%	92

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

Holistic Financial Partners's IMO Position: Q2 2026 in Review

Holistic Financial Partners held its Imperial Oil (IMO) position steady in Q2 2026 at 3,954 shares worth $443K. The position accounts for 0.27% of the portfolio, ranked #53.

Holistic Financial Partners first reported a position in IMO in Q4 2017 and has held it in 16 quarters since. The position peaked at $517K in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Holistic Financial Partners held 3,954 shares of Imperial Oil worth $443K as of Q2 2026.
Holistic Financial Partners left its Imperial Oil share count unchanged in Q2 2026.
Imperial Oil made up 0.27% of Holistic Financial Partners's portfolio in Q2 2026, its #53 holding.
Holistic Financial Partners first reported a position in Imperial Oil in Q4 2017 and has held it in 16 quarters since.
Holistic Financial Partners's Imperial Oil position peaked at $517K in Q1 2026.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.