PL
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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

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return