Ritholtz Wealth Management
IMO icon

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
Q3 		$6.49M Sell
52,711
-1,639
-3% -$209K 0.09% 151
2026
Q2 		$6.09M Sell
54,350
-449
-0.8% -$56.3K 0.09% 140
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

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Ritholtz Wealth Management's IMO Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Imperial Oil (IMO) stake by 3% in Q3 2026, selling an estimated $209K and leaving 52,711 shares worth $6.49M. The position accounts for 0.09% of the portfolio, ranked #151.

Ritholtz Wealth Management first reported a position in IMO in Q4 2021 and has held it in 20 quarters since. The position peaked at $7.17M in Q1 2026. 271 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Ritholtz Wealth Management held 52,711 shares of Imperial Oil worth $6.49M as of Q3 2026.
  • Ritholtz Wealth Management sold 1,639 Imperial Oil shares in Q3 2026, an estimated $209K.
  • Imperial Oil made up 0.09% of Ritholtz Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Ritholtz Wealth Management first reported a position in Imperial Oil in Q4 2021 and has held it in 20 quarters since.
  • Ritholtz Wealth Management's Imperial Oil position peaked at $7.17M in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.