Jones Financial Companies
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Jones Financial Companies’s Imperial Oil IMO Stock Holding History

Jones Financial Companies’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 		$188K Buy
1,657
+349
+27% +$43.7K ﹤0.01% 2603
2026
Q1 		$171K Sell
1,308
-39
-3% -$4.38K ﹤0.01% 2456
2025
Q4 		$116K Sell
1,347
-45
-3% -$4.1K ﹤0.01% 2161
2025
Q3 		$130K Buy
1,392
+673
+94% +$58.1K ﹤0.01% 1971
2025
Q2 		$57K Buy
719
+125
+21% +$8.93K ﹤0.01% 2176
2025
Q1 		$42.1K Buy
594
+164
+38% +$11.3K ﹤0.01% 2131
2024
Q4 		$26.5K Sell
430
-451
-51% -$32.7K ﹤0.01% 2133
2024
Q3 		$61.9K Buy
881
+96
+12% +$6.79K ﹤0.01% 1567
2024
Q2 		$53.6K Sell
785
-170
-18% -$11.7K ﹤0.01% 1233
2024
Q1 		$66K Buy
955
+180
+23% +$11K ﹤0.01% 680
2023
Q4 		$44.3K Buy
+775
New +$44.5K ﹤0.01% 489

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's IMO Position: Q2 2026 in Review

Jones Financial Companies increased its Imperial Oil (IMO) stake by 27% in Q2 2026, buying an estimated $43.7K and bringing the position to 1,657 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Jones Financial Companies first reported a position in IMO in Q4 2023 and has held it in 11 quarters since. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Jones Financial Companies held 1,657 shares of Imperial Oil worth $188K as of Q2 2026.
  • Jones Financial Companies bought 349 Imperial Oil shares in Q2 2026, an estimated $43.7K.
  • Imperial Oil made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2603 holding.
  • Jones Financial Companies first reported a position in Imperial Oil in Q4 2023 and has held it in 11 quarters since.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.