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Park Square Financial Group’s Imperial Oil IMO Stock Holding History

Park Square Financial Group’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
-98
Closed -$7.79K – 596
2025
Q2 		$7.79K Hold
98
– – 0.01% 647
2025
Q1 		$7.09K Hold
98
– – 0.01% 684
2024
Q4 		$6.04K Buy
+98
New +$7.11K ﹤0.01% 675

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

Park Square Financial Group's IMO Position: Q3 2025 in Review

Park Square Financial Group sold out of Imperial Oil (IMO) in Q3 2025, closing a stake of 98 shares — an estimated $7.79K sold.

Park Square Financial Group first reported a position in IMO in Q4 2024 and held it in 3 quarters. The position peaked at $7.79K in Q2 2025. 331 funds tracked by Wall St. Rank hold IMO as of Q3 2025.

  • Park Square Financial Group reported no remaining Imperial Oil position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 98 Imperial Oil shares in Q3 2025, an estimated $7.79K.
  • Park Square Financial Group first reported a position in Imperial Oil in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Imperial Oil position peaked at $7.79K in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.