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Moneta Group Investment Advisors’s Imperial Oil IMO Stock Holding History

Moneta Group Investment Advisors’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
2025
Q4 		– Sell
-2,296
Closed -$208K – 828
2025
Q3 		$208K Buy
+2,296
New +$198K ﹤0.01% 747

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moneta Group Investment Advisors's IMO Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Imperial Oil (IMO) in Q4 2025, closing a stake of 2,296 shares — an estimated $208K sold.

Moneta Group Investment Advisors first reported a position in IMO in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 352 funds tracked by Wall St. Rank hold IMO as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining Imperial Oil position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,296 Imperial Oil shares in Q4 2025, an estimated $208K.
  • Moneta Group Investment Advisors first reported a position in Imperial Oil in Q3 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Imperial Oil position peaked at $208K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.