JFS Wealth Advisors’s Imperial Oil IMO Stock Holding History

JFS Wealth 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 Q2	$9.75K	Hold	87	–	–	﹤0.01%	1017
2026 Q1	$11.4K	Sell	87 -4	-4%	-$449	﹤0.01%	901
2025 Q4	$7.86K	Hold	91	–	–	﹤0.01%	1062
2025 Q3	$8.26K	Hold	91	–	–	﹤0.01%	954
2025 Q2	$7.23K	Hold	91	–	–	﹤0.01%	962
2025 Q1	$6.58K	Hold	91	–	–	﹤0.01%	1013
2024 Q4	$5.61K	Hold	91	–	–	﹤0.01%	1088
2024 Q3	$6.41K	Hold	91	–	–	﹤0.01%	1028
2024 Q2	$6.21K	Hold	91	–	–	﹤0.01%	977
2024 Q1	$6.29K	Buy	91 +4	+5%	+$244	﹤0.01%	1019
2023 Q4	$4.98K	Hold	87	–	–	﹤0.01%	1059
2023 Q3	$5.36K	Hold	87	–	–	﹤0.01%	967
2023 Q2	$4.45K	Hold	87	–	–	﹤0.01%	1056
2023 Q1	$4.42K	Hold	87	–	–	﹤0.01%	1041
2022 Q4	$4.24K	Sell	87 -14	-14%	-$721	﹤0.01%	1065
2022 Q3	$4K	Buy	101 +5	+5%	+$228	﹤0.01%	1070
2022 Q2	$5K	Buy	96 +9	+10%	+$460	﹤0.01%	985
2022 Q1	$4K	Buy	+87	New	+$3.73K	﹤0.01%	1140

Other funds holding IMO

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Safir Wealth Advisors Greenland, New Hampshire $154M AUM 15.56% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return