Savant Capital’s Imperial Oil IMO Stock Holding History

Savant Capital’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
2025 Q1	–	Sell	-21,967	Closed	-$1.35M	–	1253
2024 Q4	$1.35M	Sell	21,967 -67	-0.3%	-$4.86K	0.01%	552
2024 Q3	$1.55M	Buy	22,034 +435	+2%	+$30.8K	0.01%	502
2024 Q2	$1.47M	Buy	21,599 +26	+0.1%	+$1.79K	0.01%	469
2024 Q1	$1.49M	Hold	21,573	–	–	0.02%	428
2023 Q4	$1.23M	Sell	21,573 -9	-0%	-$517	0.02%	374
2023 Q3	$1.33M	Buy	21,582 +81	+0.4%	+$4.44K	0.02%	336
2023 Q2	$1.1M	Sell	21,501 -142	-0.7%	-$7.06K	0.02%	359
2023 Q1	$1.1M	Sell	21,643 -35	-0.2%	-$1.75K	0.02%	310
2022 Q4	$1.06M	Buy	21,678 +319	+1%	+$16.4K	0.03%	252
2022 Q3	$924K	Buy	21,359 +126	+0.6%	+$5.75K	0.03%	239
2022 Q2	$1M	Buy	21,233 +267	+1%	+$13.6K	0.03%	229
2022 Q1	$1.01M	Sell	20,966 -21	-0.1%	-$901	0.03%	236
2021 Q4	$757K	Buy	20,987 +131	+0.6%	+$4.5K	0.02%	280
2021 Q3	$659K	Buy	20,856 +201	+1%	+$5.56K	0.02%	278
2021 Q2	$630K	Hold	20,655	–	–	0.03%	269
2021 Q1	$498K	Hold	20,655	–	–	0.03%	282
2020 Q4	$392K	Hold	20,655	–	–	0.02%	313
2020 Q3	$247K	Hold	20,655	–	–	0.02%	351
2020 Q2	$332K	Hold	20,655	–	–	0.03%	311
2020 Q1	$234K	Hold	20,655	–	–	0.02%	335
2019 Q4	$547K	Hold	20,655	–	–	0.07%	198
2019 Q3	$538K	Hold	20,655	–	–	0.07%	181
2019 Q2	$572K	Hold	20,655	–	–	0.08%	175
2019 Q1	$564K	Hold	20,655	–	–	0.11%	140
2018 Q4	$524K	Hold	20,655	–	–	0.11%	140
2018 Q3	$669K	Hold	20,655	–	–	0.12%	129
2018 Q2	$687K	Hold	20,655	–	–	0.15%	116
2018 Q1	$547K	Hold	20,655	–	–	0.12%	137
2017 Q4	$645K	Hold	20,655	–	–	0.14%	120
2017 Q3	$660K	Hold	20,655	–	–	0.15%	107
2017 Q2	$603K	Hold	20,655	–	–	0.14%	114
2017 Q1	$630K	Hold	20,655	–	–	0.16%	108
2016 Q4	$718K	Hold	20,655	–	–	0.19%	87
2016 Q3	$647K	Hold	20,655	–	–	0.18%	93
2016 Q2	$652K	Buy	+20,655	New	+$654K	0.19%	89

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Savant Capital's IMO Position: Q1 2025 in Review

Savant Capital sold out of Imperial Oil (IMO) in Q1 2025, closing a stake of 21,967 shares — an estimated $1.35M sold.

Savant Capital first reported a position in IMO in Q2 2016 and held it in 35 quarters. The position peaked at $1.55M in Q3 2024. 309 funds tracked by Wall St. Rank hold IMO as of Q1 2025.

Savant Capital reported no remaining Imperial Oil position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 21,967 Imperial Oil shares in Q1 2025, an estimated $1.35M.
Savant Capital first reported a position in Imperial Oil in Q2 2016 and held it in 35 quarters.
Savant Capital's Imperial Oil position peaked at $1.55M in Q3 2024.
309 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.