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Physician Wealth Advisors’s Imperial Oil IMO Stock Holding History

Physician Wealth 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
2026
Q2 		$3.25K Buy
+29
New +$3.63K ﹤0.01% 1295
2026
Q1 		– Sell
-5
Closed -$432 – 2157
2025
Q4 		$432 Buy
+5
New +$455 ﹤0.01% 1943

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Physician Wealth Advisors's IMO Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Imperial Oil (IMO) in Q2 2026: 29 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #1295 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in IMO as recently as Q4 2025.

Physician Wealth Advisors first reported a position in IMO in Q4 2025 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Physician Wealth Advisors held 29 shares of Imperial Oil worth $3.25K as of Q2 2026.
  • Imperial Oil was a new Physician Wealth Advisors position in Q2 2026.
  • Imperial Oil made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1295 holding.
  • Physician Wealth Advisors first reported a position in Imperial Oil in Q4 2025 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.