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Principal Securities’s Imperial Oil IMO Stock Holding History

Principal Securities’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
Q4 		– Sell
-22
Closed -$2K – 2404
2025
Q3 		$2K Hold
22
– – ﹤0.01% 3234
2025
Q2 		$1.75K Sell
22
-163
-88% -$11.6K ﹤0.01% 3184
2025
Q1 		$11.4K Hold
185
– – ﹤0.01% 2466
2024
Q4 		$11.4K Hold
185
– – ﹤0.01% 2462
2024
Q3 		$13K Sell
185
-18
-9% -$1.27K ﹤0.01% 2320
2024
Q2 		$13.9K Sell
203
-61
-23% -$4.2K ﹤0.01% 2247
2024
Q1 		$18.3K Sell
264
-6,168
-96% -$377K ﹤0.01% 2052
2023
Q4 		$368K Buy
+6,432
New +$369K 0.01% 727

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's IMO Position: Q4 2025 in Review

Principal Securities sold out of Imperial Oil (IMO) in Q4 2025, closing a stake of 22 shares — an estimated $2K sold.

Principal Securities first reported a position in IMO in Q4 2023 and held it in 8 quarters. The position peaked at $368K in Q4 2023. 352 funds tracked by Wall St. Rank hold IMO as of Q4 2025.

  • Principal Securities reported no remaining Imperial Oil position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 22 Imperial Oil shares in Q4 2025, an estimated $2K.
  • Principal Securities first reported a position in Imperial Oil in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Imperial Oil position peaked at $368K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.