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Klein Pavlis & Peasley Financial’s Imperial Oil IMO Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.05M Buy
9,334
+83
+0.9% +$10.4K 0.54% 60
2026
Q1 		$1.21M Sell
9,251
-618
-6% -$69.3K 0.67% 49
2025
Q4 		$852K Buy
9,869
+1,088
+12% +$99.1K 0.5% 60
2025
Q3 		$797K Buy
+8,781
New +$759K 0.49% 57

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Klein Pavlis & Peasley Financial's IMO Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Imperial Oil (IMO) stake by 0.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 9,334 shares worth $1.05M. The position accounts for 0.54% of the portfolio, ranked #60.

Klein Pavlis & Peasley Financial first reported a position in IMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 9,334 shares of Imperial Oil worth $1.05M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 83 Imperial Oil shares in Q2 2026, an estimated $10.4K.
  • Imperial Oil made up 0.54% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #60 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Imperial Oil in Q3 2025 and has held it in 4 quarters since.
  • Klein Pavlis & Peasley Financial's Imperial Oil position peaked at $1.21M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.