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 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	–	192
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

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

First Eagle Investment Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

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

TD Asset Management

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return