MIM
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Morningstar Investment Management’s Imperial Oil IMO Stock Holding History

Morningstar Investment Management’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
Q3 		– Sell
-7,706
Closed -$612K – 504
2025
Q2 		$612K Buy
+7,706
New +$550K 0.05% 102

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 $570B AUM 27.57% 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 $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morningstar Investment Management's IMO Position: Q3 2025 in Review

Morningstar Investment Management sold out of Imperial Oil (IMO) in Q3 2025, closing a stake of 7,706 shares — an estimated $612K sold.

Morningstar Investment Management first reported a position in IMO in Q2 2025 and held it in 1 quarter. The position peaked at $612K in Q2 2025. 331 funds tracked by Wall St. Rank hold IMO as of Q3 2025.

  • Morningstar Investment Management reported no remaining Imperial Oil position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 7,706 Imperial Oil shares in Q3 2025, an estimated $612K.
  • Morningstar Investment Management first reported a position in Imperial Oil in Q2 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Imperial Oil position peaked at $612K in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.