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Root Financial Partners’s Imperial Oil IMO Stock Holding History

Root Financial Partners’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 		– Sell
-167
Closed -$21.8K – 1749
2026
Q1 		$21.8K Sell
167
-126
-43% -$14.1K ﹤0.01% 1275
2025
Q4 		$25.3K Buy
293
+137
+88% +$12.5K ﹤0.01% 1058
2025
Q3 		$14.2K Buy
+156
New +$13.5K ﹤0.01% 1286

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's IMO Position: Q2 2026 in Review

Root Financial Partners sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 167 shares — an estimated $21.8K sold.

Root Financial Partners first reported a position in IMO in Q3 2025 and held it in 3 quarters. The position peaked at $25.3K in Q4 2025. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Root Financial Partners reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 167 Imperial Oil shares in Q2 2026, an estimated $21.8K.
  • Root Financial Partners first reported a position in Imperial Oil in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Imperial Oil position peaked at $25.3K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.