Rothschild Investment LLC’s Imperial Oil IMO Stock Holding History

Rothschild Investment LLC’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	$5.74K	Buy	51 +37	+264%	+$4.64K	﹤0.01%	2200
2026 Q1	$1.86K	Hold	14	–	–	﹤0.01%	2593
2025 Q4	$1.23K	Buy	+14	New	+$1.27K	﹤0.01%	2596
2015 Q3	–	Sell	-5,571	Closed	-$215K	–	503
2015 Q2	$215K	Hold	5,571	–	–	0.02%	449
2015 Q1	$222K	Sell	5,571 -46	-0.8%	-$1.79K	0.03%	440
2014 Q4	$242K	Hold	5,617	–	–	0.03%	418
2014 Q3	$265K	Buy	+5,617	New	+$289K	0.03%	399

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

Rothschild Investment LLC's IMO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Imperial Oil (IMO) stake by 264% in Q2 2026, buying an estimated $4.64K and bringing the position to 51 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Rothschild Investment LLC first reported a position in IMO in Q3 2014 and has held it in 7 quarters since. The position peaked at $265K in Q3 2014. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Rothschild Investment LLC held 51 shares of Imperial Oil worth $5.74K as of Q2 2026.
Rothschild Investment LLC bought 37 Imperial Oil shares in Q2 2026, an estimated $4.64K.
Imperial Oil made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2200 holding.
Rothschild Investment LLC first reported a position in Imperial Oil in Q3 2014 and has held it in 7 quarters since.
Rothschild Investment LLC's Imperial Oil position peaked at $265K in Q3 2014.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.