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Sequoia Financial Advisors’s Imperial Oil IMO Stock Holding History

Sequoia Financial 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 		$543K Sell
4,851
-60
-1% -$7.52K ﹤0.01% 1293
2026
Q1 		$643K Buy
4,911
+536
+12% +$60.1K ﹤0.01% 1118
2025
Q4 		$378K Sell
4,375
-937
-18% -$85.3K ﹤0.01% 1433
2025
Q3 		$482K Buy
5,312
+1,431
+37% +$124K ﹤0.01% 1158
2025
Q2 		$308K Buy
3,881
+58
+2% +$4.14K ﹤0.01% 1253
2025
Q1 		$276K Sell
3,823
-93
-2% -$6.39K ﹤0.01% 1103
2024
Q4 		$241K Buy
3,916
+163
+4% +$11.8K ﹤0.01% 1130
2024
Q3 		$265K Buy
3,753
+178
+5% +$12.6K ﹤0.01% 1031
2024
Q2 		$244K Buy
3,575
+76
+2% +$5.23K ﹤0.01% 986
2024
Q1 		$242K Buy
+3,499
New +$214K ﹤0.01% 959
2015
Q3 		– Sell
-5,314
Closed -$205K – 188
2015
Q2 		$205K Buy
5,314
+9
+0.2% +$371 0.09% 178
2015
Q1 		$212K Sell
5,305
-790
-13% -$30.8K 0.1% 167
2014
Q4 		$262K Buy
6,095
+567
+10% +$25.8K 0.18% 122
2014
Q3 		$261K Sell
5,528
-97
-2% -$4.98K 0.18% 126
2014
Q2 		$296K Buy
5,625
+1,113
+25% +$54.8K 0.23% 101
2014
Q1 		$210K Buy
+4,512
New +$197K 0.17% 148

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sequoia Financial Advisors's IMO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Imperial Oil (IMO) stake by 1.2% in Q2 2026, selling an estimated $7.52K and leaving 4,851 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Sequoia Financial Advisors first reported a position in IMO in Q1 2014 and has held it in 16 quarters since. The position peaked at $643K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Sequoia Financial Advisors held 4,851 shares of Imperial Oil worth $543K as of Q2 2026.
  • Sequoia Financial Advisors sold 60 Imperial Oil shares in Q2 2026, an estimated $7.52K.
  • Imperial Oil made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1293 holding.
  • Sequoia Financial Advisors first reported a position in Imperial Oil in Q1 2014 and has held it in 16 quarters since.
  • Sequoia Financial Advisors's Imperial Oil position peaked at $643K in Q1 2026.
  • 410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.