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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return