LPL Financial
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LPL Financial’s Imperial Oil IMO Stock Holding History

LPL 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 		$12M Buy
107,133
+7,910
+8% +$991K ﹤0.01% 1968
2026
Q1 		$13M Sell
99,223
-6,288
-6% -$705K ﹤0.01% 1790
2025
Q4 		$9.11M Buy
105,511
+6,282
+6% +$572K ﹤0.01% 2020
2025
Q3 		$9M Buy
99,229
+8,046
+9% +$695K ﹤0.01% 1966
2025
Q2 		$7.25M Buy
91,183
+11,491
+14% +$821K ﹤0.01% 2005
2025
Q1 		$5.76M Buy
79,692
+32,437
+69% +$2.23M ﹤0.01% 2035
2024
Q4 		$2.91M Buy
47,255
+1,617
+4% +$117K ﹤0.01% 2515
2024
Q3 		$3.22M Buy
45,638
+2,385
+6% +$169K ﹤0.01% 2317
2024
Q2 		$2.95M Buy
43,253
+3,497
+9% +$241K ﹤0.01% 2272
2024
Q1 		$2.75M Buy
39,756
+116
+0.3% +$7.08K ﹤0.01% 2261
2023
Q4 		$2.27M Buy
39,640
+1,240
+3% +$71.2K ﹤0.01% 2316
2023
Q3 		$2.37M Buy
38,400
+11,535
+43% +$632K ﹤0.01% 2164
2023
Q2 		$1.37M Buy
26,865
+1,784
+7% +$88.6K ﹤0.01% 2593
2023
Q1 		$1.27M Buy
25,081
+215
+0.9% +$10.7K ﹤0.01% 2547
2022
Q4 		$1.21M Buy
24,866
+664
+3% +$34.2K ﹤0.01% 2496
2022
Q3 		$1.05M Sell
24,202
-7,042
-23% -$321K ﹤0.01% 2506
2022
Q2 		$1.47M Buy
31,244
+4,769
+18% +$244K ﹤0.01% 2263
2022
Q1 		$1.28M Buy
26,475
+6,025
+29% +$259K ﹤0.01% 2412
2021
Q4 		$738K Sell
20,450
-52
-0.3% -$1.79K ﹤0.01% 2923
2021
Q3 		$647K Buy
20,502
+5,215
+34% +$144K ﹤0.01% 2993
2021
Q2 		$465K Buy
+15,287
New +$461K ﹤0.01% 3225
2015
Q2 		– Sell
-11,711
Closed -$472K – 2906
2015
Q1 		$472K Buy
11,711
+2,035
+21% +$79.3K ﹤0.01% 1887
2014
Q4 		$416K Buy
+9,676
New +$440K ﹤0.01% 1907

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

LPL Financial's IMO Position: Q2 2026 in Review

LPL Financial increased its Imperial Oil (IMO) stake by 8% in Q2 2026, buying an estimated $991K and bringing the position to 107,133 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

LPL Financial first reported a position in IMO in Q4 2014 and has held it in 23 quarters since. The position peaked at $13M in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • LPL Financial held 107,133 shares of Imperial Oil worth $12M as of Q2 2026.
  • LPL Financial bought 7,910 Imperial Oil shares in Q2 2026, an estimated $991K.
  • Imperial Oil made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1968 holding.
  • LPL Financial first reported a position in Imperial Oil in Q4 2014 and has held it in 23 quarters since.
  • LPL Financial's Imperial Oil position peaked at $13M in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.