Rockefeller Capital Management
IMO icon

Rockefeller Capital Management’s Imperial Oil IMO Stock Holding History

Rockefeller Capital 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 		$363K Sell
2,949
-770
-21% -$98.1K ﹤0.01% 2310
2026
Q2 		$417K Buy
3,719
+958
+35% +$120K ﹤0.01% 2182
2026
Q1 		$361K Buy
2,761
+2,351
+573% +$264K ﹤0.01% 2156
2025
Q4 		$35.4K Sell
410
-159
-28% -$14.5K ﹤0.01% 3231
2025
Q3 		$51.7K Buy
+569
New +$49.2K ﹤0.01% 2898
2022
Q2 		– Sell
-50
Closed -$2K – 4240
2022
Q1 		$2K Buy
+50
New +$2.14K ﹤0.01% 3611
2021
Q1 		– Sell
-69
Closed -$1K – 3314
2020
Q4 		$1K Buy
+69
New +$1.1K ﹤0.01% 2732
2019
Q4 		– Sell
-72
Closed -$2K – 2125
2019
Q3 		$2K Hold
72
– – ﹤0.01% 1785
2019
Q2 		$2K Buy
+72
New +$2.02K ﹤0.01% 1548

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 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

Rockefeller Capital Management's IMO Position: Q3 2026 in Review

Rockefeller Capital Management reduced its Imperial Oil (IMO) stake by 21% in Q3 2026, selling an estimated $98.1K and leaving 2,949 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Rockefeller Capital Management first reported a position in IMO in Q2 2019 and has held it in 9 quarters since. The position peaked at $417K in Q2 2026. 354 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Rockefeller Capital Management held 2,949 shares of Imperial Oil worth $363K as of Q3 2026.
  • Rockefeller Capital Management sold 770 Imperial Oil shares in Q3 2026, an estimated $98.1K.
  • Imperial Oil made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2310 holding.
  • Rockefeller Capital Management first reported a position in Imperial Oil in Q2 2019 and has held it in 9 quarters since.
  • Rockefeller Capital Management's Imperial Oil position peaked at $417K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.