Orion Portfolio Solutions’s Imperial Oil IMO Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.03M	Sell	14,309 -1,330	-9%	-$91.4K	0.01%	1065
2024 Q4	$963K	Sell	15,639 -691	-4%	-$50.1K	0.01%	1076
2024 Q3	$1.15M	Sell	16,330 -361	-2%	-$25.6K	0.01%	979
2024 Q2	$1.14M	Sell	16,691 -809	-5%	-$55.7K	0.01%	929
2024 Q1	$1.21M	Buy	17,500 +2,966	+20%	+$181K	0.01%	898
2023 Q4	$835K	Sell	14,534 -602	-4%	-$34.6K	0.01%	1027
2023 Q3	$932K	Sell	15,136 -2,064	-12%	-$113K	0.01%	956
2023 Q2	$880K	Sell	17,200 -1,516	-8%	-$75.3K	0.01%	1002
2023 Q1	$951K	Buy	+18,716	New	+$934K	0.01%	896
2020 Q3	–	Sell	-1,171	Closed	-$19K	–	1210
2020 Q2	$19K	Hold	1,171	–	–	﹤0.01%	970
2020 Q1	$13K	Hold	1,171	–	–	﹤0.01%	976
2019 Q4	$31K	Buy	+1,171	New	+$29.6K	﹤0.01%	666

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Orion Portfolio Solutions's IMO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Imperial Oil (IMO) stake by 8.5% in Q1 2025, selling an estimated $91.4K and leaving 14,309 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1065.

Orion Portfolio Solutions first reported a position in IMO in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.21M in Q1 2024. 309 funds tracked by Wall St. Rank hold IMO as of Q1 2025.

Orion Portfolio Solutions held 14,309 shares of Imperial Oil worth $1.03M as of Q1 2025.
Orion Portfolio Solutions sold 1,330 Imperial Oil shares in Q1 2025, an estimated $91.4K.
Imperial Oil made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1065 holding.
Orion Portfolio Solutions first reported a position in Imperial Oil in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Imperial Oil position peaked at $1.21M in Q1 2024.
309 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.