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 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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return