Mather Group’s Imperial Oil IMO Stock Holding History

Mather Group’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 Q1	$7.34K	Buy	+56	New	+$6.28K	﹤0.01%	1522
2025 Q4	–	Sell	-43	Closed	-$3.86K	–	1120
2025 Q3	$3.86K	Buy	+43	New	+$3.71K	﹤0.01%	1445
2025 Q2	–	Sell	-133	Closed	-$9.62K	–	1139
2025 Q1	$9.62K	Buy	133 +125	+1,563%	+$8.59K	﹤0.01%	1259
2024 Q4	$493	Sell	8 -1	-11%	-$73	﹤0.01%	1662
2024 Q3	$626	Buy	+9	New	+$637	﹤0.01%	1597
2021 Q3	–	Sell	-9,395	Closed	-$286K	–	293
2021 Q2	$286K	Hold	9,395	–	–	0.01%	221
2021 Q1	$226K	Buy	+9,395	New	+$207K	0.01%	237

Other funds holding IMO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return