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SHP Wealth Management’s Imperial Oil IMO Stock Holding History

SHP Wealth Management’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 		$114K Buy
868
+5
+0.6% +$561 0.01% 360
2025
Q4 		$74.6K Buy
+863
New +$78.6K 0.01% 400

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's IMO Position: Q1 2026 in Review

SHP Wealth Management increased its Imperial Oil (IMO) stake by 0.58% in Q1 2026, buying an estimated $561 and bringing the position to 868 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #360.

SHP Wealth Management first reported a position in IMO in Q4 2025 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • SHP Wealth Management held 868 shares of Imperial Oil worth $114K as of Q1 2026.
  • SHP Wealth Management bought 5 Imperial Oil shares in Q1 2026, an estimated $561.
  • Imperial Oil made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #360 holding.
  • SHP Wealth Management first reported a position in Imperial Oil in Q4 2025 and has held it in 2 quarters since.
  • 405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.