Kestra Advisory Services
IMO icon

Kestra Advisory Services’s Imperial Oil IMO Stock Holding History

Kestra Advisory Services’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
Q3 		$1.06M Buy
8,589
+738
+9% +$94K ﹤0.01% 1932
2026
Q2 		$884K Sell
7,851
-1,056
-12% -$132K ﹤0.01% 1925
2026
Q1 		$1.17M Buy
8,907
+219
+3% +$24.6K ﹤0.01% 1625
2025
Q4 		$750K Buy
8,688
+982
+13% +$89.4K ﹤0.01% 1861
2025
Q3 		$699K Buy
7,706
+999
+15% +$86.3K ﹤0.01% 1838
2025
Q2 		$533K Sell
6,707
-2
-0% -$143 ﹤0.01% 1924
2025
Q1 		$485K Sell
6,709
-6
-0.1% -$412 ﹤0.01% 1830
2024
Q4 		$414K Buy
6,715
+1,675
+33% +$121K ﹤0.01% 2008
2024
Q3 		$355K Buy
5,040
+2
+0% +$142 ﹤0.01% 1994
2024
Q2 		$344K Sell
5,038
-19
-0.4% -$1.31K ﹤0.01% 2041
2024
Q1 		$350K Buy
5,057
+481
+11% +$29.4K ﹤0.01% 1899
2023
Q4 		$262K Hold
4,576
– – ﹤0.01% 1936
2023
Q3 		$282K Buy
+4,576
New +$251K ﹤0.01% 1693

Other funds holding IMO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Kestra Advisory Services's IMO Position: Q3 2026 in Review

Kestra Advisory Services increased its Imperial Oil (IMO) stake by 9.4% in Q3 2026, buying an estimated $94K and bringing the position to 8,589 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Kestra Advisory Services first reported a position in IMO in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q1 2026. 187 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Kestra Advisory Services held 8,589 shares of Imperial Oil worth $1.06M as of Q3 2026.
  • Kestra Advisory Services bought 738 Imperial Oil shares in Q3 2026, an estimated $94K.
  • Imperial Oil made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1932 holding.
  • Kestra Advisory Services first reported a position in Imperial Oil in Q3 2023 and has held it in 13 quarters since.
  • Kestra Advisory Services's Imperial Oil position peaked at $1.17M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.