Plancorp LLC’s Imperial Oil IMO Stock Holding History

Plancorp LLC’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	$4.57M	Sell	36,951 -428	-1%	-$53.6K	0.11%	82
2026 Q1	$4.83M	Buy	37,379 +9,318	+33%	+$1.05M	0.14%	64
2025 Q4	$2.42M	Hold	28,061	–	–	0.07%	98
2025 Q3	$2.55M	Hold	28,061	–	–	0.08%	98
2025 Q2	$2.23M	Sell	28,061 -17,392	-38%	-$1.24M	0.08%	106
2025 Q1	$3.29M	Hold	45,453	–	–	0.13%	67
2024 Q4	$2.8M	Hold	45,453	–	–	0.12%	65
2024 Q3	$3.2M	Buy	45,453 +5,973	+15%	+$423K	0.13%	59
2024 Q2	$2.69M	Buy	+39,480	New	+$2.72M	0.12%	64
2015 Q1	–	Sell	-4,870	Closed	-$210K	–	102
2014 Q4	$210K	Sell	4,870 -243	-5%	-$11.1K	0.22%	67
2014 Q3	$241K	Buy	5,113 +243	+5%	+$12.5K	0.25%	82
2014 Q2	$256K	Sell	4,870 -243	-5%	-$12K	0.23%	59
2014 Q1	$238K	Buy	5,113 +243	+5%	+$10.6K	0.16%	95
2013 Q4	$215K	Buy	+4,870	New	+$212K	0.19%	86

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

Plancorp LLC's IMO Position: Q2 2026 in Review

Plancorp LLC reduced its Imperial Oil (IMO) stake by 1.1% in Q2 2026, selling an estimated $53.6K and leaving 36,951 shares worth $4.57M. The position accounts for 0.11% of the portfolio, ranked #82.

Plancorp LLC first reported a position in IMO in Q4 2013 and has held it in 14 quarters since. The position peaked at $4.83M in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Plancorp LLC held 36,951 shares of Imperial Oil worth $4.57M as of Q2 2026.
Plancorp LLC sold 428 Imperial Oil shares in Q2 2026, an estimated $53.6K.
Imperial Oil made up 0.11% of Plancorp LLC's portfolio in Q2 2026, its #82 holding.
Plancorp LLC first reported a position in Imperial Oil in Q4 2013 and has held it in 14 quarters since.
Plancorp LLC's Imperial Oil position peaked at $4.83M in Q1 2026.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.