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 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

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