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

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

JFS Wealth Advisors's IMO Position: Q2 2026 in Review

JFS Wealth Advisors held its Imperial Oil (IMO) position steady in Q2 2026 at 87 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

JFS Wealth Advisors first reported a position in IMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.4K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

JFS Wealth Advisors held 87 shares of Imperial Oil worth $9.75K as of Q2 2026.
JFS Wealth Advisors left its Imperial Oil share count unchanged in Q2 2026.
Imperial Oil made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1017 holding.
JFS Wealth Advisors first reported a position in Imperial Oil in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's Imperial Oil position peaked at $11.4K in Q1 2026.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.