Pinnacle Wealth Planning Services’s Imperial Oil IMO Stock Holding History

Pinnacle Wealth Planning Services’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	$16.7K	Sell	149 -4	-3%	-$501	﹤0.01%	1857
2026 Q1	$20K	Sell	153 -2	-1%	-$224	﹤0.01%	1696
2025 Q4	$13.4K	Buy	+155	New	+$14.1K	﹤0.01%	1898
2021 Q1	–	Sell	-68	Closed	-$1K	–	1113
2020 Q4	$1K	Buy	+68	New	+$1.09K	﹤0.01%	2126

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's IMO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Imperial Oil (IMO) stake by 2.6% in Q2 2026, selling an estimated $501 and leaving 149 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Pinnacle Wealth Planning Services first reported a position in IMO in Q4 2020 and has held it in 4 quarters since. The position peaked at $20K in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Pinnacle Wealth Planning Services held 149 shares of Imperial Oil worth $16.7K as of Q2 2026.
Pinnacle Wealth Planning Services sold 4 Imperial Oil shares in Q2 2026, an estimated $501.
Imperial Oil made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1857 holding.
Pinnacle Wealth Planning Services first reported a position in Imperial Oil in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Imperial Oil position peaked at $20K in Q1 2026.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.