Measured Wealth Private Client Group’s Imperial Oil IMO Stock Holding History

Measured Wealth Private Client 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 Q2	$67.2K	Hold	600	–	–	0.02%	282
2026 Q1	$78.5K	Hold	600	–	–	0.02%	251
2025 Q4	$51.8K	Hold	600	–	–	0.01%	307
2025 Q3	$54.4K	Buy	+600	New	+$51.8K	0.01%	291
2022 Q3	–	Sell	-6,926	Closed	-$326K	–	166
2022 Q2	$326K	Buy	6,926 +1,059	+18%	+$54.1K	0.14%	110
2022 Q1	$283K	Buy	+5,867	New	+$252K	0.1%	122

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Measured Wealth Private Client Group's IMO Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Imperial Oil (IMO) position steady in Q2 2026 at 600 shares worth $67.2K. The position accounts for 0.02% of the portfolio, ranked #282.

Measured Wealth Private Client Group first reported a position in IMO in Q1 2022 and has held it in 6 quarters since. The position peaked at $326K in Q2 2022. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Measured Wealth Private Client Group held 600 shares of Imperial Oil worth $67.2K as of Q2 2026.
Measured Wealth Private Client Group left its Imperial Oil share count unchanged in Q2 2026.
Imperial Oil made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #282 holding.
Measured Wealth Private Client Group first reported a position in Imperial Oil in Q1 2022 and has held it in 6 quarters since.
Measured Wealth Private Client Group's Imperial Oil position peaked at $326K in Q2 2022.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.