Kelleher Financial Advisors’s Imperial Oil IMO Stock Holding History

Kelleher Financial 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	$1.57K	Buy	+14	New	+$1.75K	﹤0.01%	776

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

Kelleher Financial Advisors's IMO Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Imperial Oil (IMO) in Q2 2026: 14 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings.

410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Kelleher Financial Advisors held 14 shares of Imperial Oil worth $1.57K as of Q2 2026.
Imperial Oil was a new Kelleher Financial Advisors position in Q2 2026.
Imperial Oil made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #776 holding.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.