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 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

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

Kestra Advisory Services's IMO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Imperial Oil (IMO) stake by 12% in Q2 2026, selling an estimated $132K and leaving 7,851 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Kestra Advisory Services first reported a position in IMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Kestra Advisory Services held 7,851 shares of Imperial Oil worth $884K as of Q2 2026.
Kestra Advisory Services sold 1,056 Imperial Oil shares in Q2 2026, an estimated $132K.
Imperial Oil made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1925 holding.
Kestra Advisory Services first reported a position in Imperial Oil in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's Imperial Oil position peaked at $1.17M in Q1 2026.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.