Lido Advisors
IMO icon

Lido Advisors’s Imperial Oil IMO Stock Holding History

Lido Advisors’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 		$559K Buy
4,543
+144
+3% +$18.3K ﹤0.01% 1409
2026
Q2 		$495K Buy
4,399
+678
+18% +$84.9K ﹤0.01% 1484
2026
Q1 		$489K Buy
+3,721
New +$417K ﹤0.01% 1311

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors's IMO Position: Q3 2026 in Review

Lido Advisors increased its Imperial Oil (IMO) stake by 3.3% in Q3 2026, buying an estimated $18.3K and bringing the position to 4,543 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Lido Advisors first reported a position in IMO in Q1 2026 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Lido Advisors held 4,543 shares of Imperial Oil worth $559K as of Q3 2026.
  • Lido Advisors bought 144 Imperial Oil shares in Q3 2026, an estimated $18.3K.
  • Imperial Oil made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1409 holding.
  • Lido Advisors first reported a position in Imperial Oil in Q1 2026 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.