SWA
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Safir Wealth Advisors’s Imperial Oil IMO Stock Holding History

Safir Wealth Advisors’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 		$202K Hold
1,800
– – 0.13% 17
2026
Q1 		$235K Buy
+1,800
New +$202K 0.17% 16

Other funds holding IMO

TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Safir Wealth Advisors's IMO Position: Q2 2026 in Review

Safir Wealth Advisors held its Imperial Oil (IMO) position steady in Q2 2026 at 1,800 shares worth $202K. The position accounts for 0.13% of the portfolio, ranked #17.

Safir Wealth Advisors first reported a position in IMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $235K in Q1 2026. 47 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Safir Wealth Advisors held 1,800 shares of Imperial Oil worth $202K as of Q2 2026.
  • Safir Wealth Advisors left its Imperial Oil share count unchanged in Q2 2026.
  • Imperial Oil made up 0.13% of Safir Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Safir Wealth Advisors first reported a position in Imperial Oil in Q1 2026 and has held it in 2 quarters since.
  • Safir Wealth Advisors's Imperial Oil position peaked at $235K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.