Root Financial Partners
IMO icon

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
Q3 		$19.4K Buy
+158
New +$20.1K ﹤0.01% 1569
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 $2.32T 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Root Financial Partners's IMO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Imperial Oil (IMO) in Q3 2026: 158 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IMO as recently as Q1 2026.

Root Financial Partners first reported a position in IMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.3K in Q4 2025. 241 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Root Financial Partners held 158 shares of Imperial Oil worth $19.4K as of Q3 2026.
  • Imperial Oil was a new Root Financial Partners position in Q3 2026.
  • Imperial Oil made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1569 holding.
  • Root Financial Partners first reported a position in Imperial Oil in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Imperial Oil position peaked at $25.3K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.