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SageView Advisory Group’s Imperial Oil IMO Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-64
Closed -$5.52K – 1457
2025
Q4 		$5.52K Buy
+64
New +$5.83K ﹤0.01% 1941

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's IMO Position: Q1 2026 in Review

SageView Advisory Group sold out of Imperial Oil (IMO) in Q1 2026, closing a stake of 64 shares — an estimated $5.52K sold.

SageView Advisory Group first reported a position in IMO in Q4 2025 and held it in 1 quarter. The position peaked at $5.52K in Q4 2025. 406 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • SageView Advisory Group reported no remaining Imperial Oil position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 64 Imperial Oil shares in Q1 2026, an estimated $5.52K.
  • SageView Advisory Group first reported a position in Imperial Oil in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Imperial Oil position peaked at $5.52K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.