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MJT & Associates Financial Advisory’s Imperial Oil IMO Stock Holding History

MJT & Associates Financial Advisory’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 		$14.3K Hold
116
– – 0.01% 156
2026
Q2 		$13K Hold
116
– – 0.01% 169
2026
Q1 		$15.2K Sell
116
-145
-56% -$16.3K 0.01% 140
2025
Q4 		$22.5K Hold
261
– – 0.02% 115
2025
Q3 		$23.7K Hold
261
– – 0.02% 118
2025
Q2 		$20.7K Hold
261
– – 0.03% 142
2025
Q1 		$18.9K Buy
+261
New +$17.9K 0.02% 152

Other funds holding IMO

PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MJT & Associates Financial Advisory's IMO Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Imperial Oil (IMO) position steady in Q3 2026 at 116 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #156.

MJT & Associates Financial Advisory first reported a position in IMO in Q1 2025 and has held it in 7 quarters since. The position peaked at $23.7K in Q3 2025. 12 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • MJT & Associates Financial Advisory held 116 shares of Imperial Oil worth $14.3K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Imperial Oil share count unchanged in Q3 2026.
  • Imperial Oil made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #156 holding.
  • MJT & Associates Financial Advisory first reported a position in Imperial Oil in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Imperial Oil position peaked at $23.7K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.