Kathmere Capital Management’s Imperial Oil IMO Stock Holding History

Kathmere Capital 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
2026 Q2	$726K	Buy	6,480 +17	+0.3%	+$2.13K	0.04%	313
2026 Q1	$845K	Sell	6,463 -100	-2%	-$11.2K	0.05%	246
2025 Q4	$566K	Buy	6,563 +186	+3%	+$16.9K	0.04%	289
2025 Q3	$579K	Buy	6,377 +42	+0.7%	+$3.63K	0.04%	264
2025 Q2	$504K	Sell	6,335 -245	-4%	-$17.5K	0.04%	278
2025 Q1	$476K	Buy	6,580 +560	+9%	+$38.5K	0.04%	256
2024 Q4	$371K	Sell	6,020 -332	-5%	-$24.1K	0.03%	278
2024 Q3	$447K	Buy	6,352 +2,160	+52%	+$153K	0.04%	219
2024 Q2	$286K	Buy	4,192 +558	+15%	+$38.4K	0.03%	271
2024 Q1	$251K	Buy	+3,634	New	+$222K	0.03%	263
2023 Q4	–	Sell	-3,514	Closed	-$217K	–	303
2023 Q3	$217K	Buy	+3,514	New	+$193K	0.03%	238

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

Kathmere Capital Management's IMO Position: Q2 2026 in Review

Kathmere Capital Management increased its Imperial Oil (IMO) stake by 0.26% in Q2 2026, buying an estimated $2.13K and bringing the position to 6,480 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #313.

Kathmere Capital Management first reported a position in IMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $845K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Kathmere Capital Management held 6,480 shares of Imperial Oil worth $726K as of Q2 2026.
Kathmere Capital Management bought 17 Imperial Oil shares in Q2 2026, an estimated $2.13K.
Imperial Oil made up 0.04% of Kathmere Capital Management's portfolio in Q2 2026, its #313 holding.
Kathmere Capital Management first reported a position in Imperial Oil in Q3 2023 and has held it in 11 quarters since.
Kathmere Capital Management's Imperial Oil position peaked at $845K in Q1 2026.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.