JWCA
IMO icon

J.W. Coons Advisors’s Imperial Oil IMO Stock Holding History

J.W. Coons 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
2025
Q2 		$935K Sell
11,760
-105
-0.9% -$7.5K 0.21% 105
2025
Q1 		$858K Sell
11,865
-504
-4% -$34.6K 0.23% 102
2024
Q4 		$762K Buy
12,369
+320
+3% +$23.2K 0.2% 109
2024
Q3 		$849K Sell
12,049
-56
-0.5% -$3.96K 0.21% 107
2024
Q2 		$826K Buy
12,105
+5
+0% +$344 0.2% 105
2024
Q1 		$836K Buy
12,100
+85
+0.7% +$5.19K 0.19% 104
2023
Q4 		$687K Buy
12,015
+575
+5% +$33K 0.19% 117
2023
Q3 		$705K Sell
11,440
-1,205
-10% -$66K 0.2% 109
2023
Q2 		$647K Sell
12,645
-420
-3% -$20.9K 0.18% 124
2023
Q1 		$664K Buy
13,065
+240
+2% +$12K 0.19% 121
2022
Q4 		$625K Buy
12,825
+2,185
+21% +$113K 0.19% 120
2022
Q3 		$460K Buy
10,640
+1,405
+15% +$64.1K 0.17% 137
2022
Q2 		$437K Buy
9,235
+325
+4% +$16.6K 0.15% 147
2022
Q1 		$427K Buy
+8,910
New +$382K 0.13% 165

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 $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $269B 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

J.W. Coons Advisors's IMO Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Imperial Oil (IMO) stake by 0.88% in Q2 2025, selling an estimated $7.5K and leaving 11,760 shares worth $935K. The position accounts for 0.21% of the portfolio, ranked #105.

J.W. Coons Advisors first reported a position in IMO in Q1 2022 and has held it in 14 quarters since. 319 funds tracked by Wall St. Rank hold IMO as of Q2 2025.

  • J.W. Coons Advisors held 11,760 shares of Imperial Oil worth $935K as of Q2 2025.
  • J.W. Coons Advisors sold 105 Imperial Oil shares in Q2 2025, an estimated $7.5K.
  • Imperial Oil made up 0.21% of J.W. Coons Advisors's portfolio in Q2 2025, its #105 holding.
  • J.W. Coons Advisors first reported a position in Imperial Oil in Q1 2022 and has held it in 14 quarters since.
  • 319 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.