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 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	+$2.15K	﹤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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockefeller Capital Management's IMO Position: Q2 2026 in Review

Rockefeller Capital Management increased its Imperial Oil (IMO) stake by 35% in Q2 2026, buying an estimated $120K and bringing the position to 3,719 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Rockefeller Capital Management first reported a position in IMO in Q2 2019 and has held it in 8 quarters since. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Rockefeller Capital Management held 3,719 shares of Imperial Oil worth $417K as of Q2 2026.
Rockefeller Capital Management bought 958 Imperial Oil shares in Q2 2026, an estimated $120K.
Imperial Oil made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2182 holding.
Rockefeller Capital Management first reported a position in Imperial Oil in Q2 2019 and has held it in 8 quarters since.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.