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Larry Mathis Financial Planning’s Imperial Oil IMO Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-2,511
Closed -$328K – 164
2026
Q1 		$328K Sell
2,511
-44
-2% -$4.94K 0.29% 100
2025
Q4 		$221K Buy
+2,555
New +$233K 0.19% 143

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 $59.9B AUM 27.01% 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

Larry Mathis Financial Planning's IMO Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 2,511 shares — an estimated $328K sold.

Larry Mathis Financial Planning first reported a position in IMO in Q4 2025 and held it in 2 quarters. The position peaked at $328K in Q1 2026. 411 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 2,511 Imperial Oil shares in Q2 2026, an estimated $328K.
  • Larry Mathis Financial Planning first reported a position in Imperial Oil in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Imperial Oil position peaked at $328K in Q1 2026.
  • 411 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.