RWM
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Ritholtz Wealth Management’s Imperial Oil IMO Stock Holding History

Ritholtz Wealth Management’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
Q1 		$7.17M Sell
54,799
-5,116
-9% -$574K 0.12% 99
2025
Q4 		$5.17M Sell
59,915
-7,757
-11% -$706K 0.09% 140
2025
Q3 		$6.14M Buy
67,672
+729
+1% +$63K 0.12% 102
2025
Q2 		$5.32M Buy
66,943
+1,696
+3% +$121K 0.12% 103
2025
Q1 		$4.72M Buy
65,247
+7,958
+14% +$547K 0.14% 101
2024
Q4 		$3.53M Sell
57,289
-2,437
-4% -$177K 0.1% 122
2024
Q3 		$4.21M Buy
59,726
+8,858
+17% +$627K 0.13% 100
2024
Q2 		$3.47M Buy
50,868
+540
+1% +$37.2K 0.11% 114
2024
Q1 		$3.48M Buy
50,328
+2,246
+5% +$137K 0.12% 118
2023
Q4 		$2.75M Buy
48,082
+1,523
+3% +$87.5K 0.11% 117
2023
Q3 		$2.87M Buy
46,559
+474
+1% +$26K 0.13% 99
2023
Q2 		$2.36M Sell
46,085
-576
-1% -$28.6K 0.11% 116
2023
Q1 		$2.37M Buy
46,661
+9,607
+26% +$479K 0.12% 103
2022
Q4 		$1.81M Sell
37,054
-2,843
-7% -$147K 0.1% 139
2022
Q3 		$1.73M Buy
39,897
+9,538
+31% +$435K 0.09% 147
2022
Q2 		$1.43M Buy
30,359
+12,315
+68% +$629K 0.09% 138
2022
Q1 		$872K Buy
18,044
+6,522
+57% +$280K 0.06% 209
2021
Q4 		$416K Buy
+11,522
New +$396K 0.03% 338

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First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return