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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
Q2 		$97.8K Buy
873
+5
+0.6% +$626 0.01% 416
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 $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

SHP Wealth Management's IMO Position: Q2 2026 in Review

SHP Wealth Management increased its Imperial Oil (IMO) stake by 0.58% in Q2 2026, buying an estimated $626 and bringing the position to 873 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #416.

SHP Wealth Management first reported a position in IMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $114K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • SHP Wealth Management held 873 shares of Imperial Oil worth $97.8K as of Q2 2026.
  • SHP Wealth Management bought 5 Imperial Oil shares in Q2 2026, an estimated $626.
  • Imperial Oil made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #416 holding.
  • SHP Wealth Management first reported a position in Imperial Oil in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Imperial Oil position peaked at $114K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.