Jupiter Asset Management’s Imperial Oil IMO Stock Holding History

Jupiter Asset Management’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 Q4	–	Sell	-7,656	Closed	-$694K	–	445
2025 Q3	$694K	Sell	7,656 -46,032	-86%	-$3.98M	0.01%	366
2025 Q2	$4.26M	Sell	53,688 -18,959	-26%	-$1.35M	0.04%	289
2025 Q1	$5.25M	Sell	72,647 -259,078	-78%	-$17.8M	0.05%	277
2024 Q4	$20.4M	Sell	331,725 -230,171	-41%	-$16.7M	0.2%	159
2024 Q3	$39.6M	Sell	561,896 -35,572	-6%	-$2.52M	0.35%	100
2024 Q2	$40.7M	Buy	+597,468	New	+$41.1M	0.38%	88
2024 Q1	–	Sell	-104,869	Closed	-$6M	–	471
2023 Q4	$6M	Buy	104,869 +25,706	+32%	+$1.48M	0.06%	242
2023 Q3	$4.9M	Sell	79,163 -58,505	-42%	-$3.21M	0.05%	254
2023 Q2	$7.04M	Buy	+137,668	New	+$6.84M	0.08%	248
2022 Q2	–	Sell	-106,418	Closed	-$5.15M	–	603
2022 Q1	$5.15M	Buy	+106,418	New	+$4.57M	0.06%	253

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Asset Management's IMO Position: Q4 2025 in Review

Jupiter Asset Management sold out of Imperial Oil (IMO) in Q4 2025, closing a stake of 7,656 shares — an estimated $694K sold.

Jupiter Asset Management first reported a position in IMO in Q1 2022 and held it in 10 quarters. The position peaked at $40.7M in Q2 2024. 352 funds tracked by Wall St. Rank hold IMO as of Q4 2025.

Jupiter Asset Management reported no remaining Imperial Oil position as of Q4 2025 after selling out during the quarter.
Jupiter Asset Management sold 7,656 Imperial Oil shares in Q4 2025, an estimated $694K.
Jupiter Asset Management first reported a position in Imperial Oil in Q1 2022 and held it in 10 quarters.
Jupiter Asset Management's Imperial Oil position peaked at $40.7M in Q2 2024.
352 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.