SimplyRich’s Imperial Oil IMO Stock Holding History

SimplyRich’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	$1.92M	Hold	17,166	–	–	0.45%	59
2026 Q1	$2.25M	Hold	17,166	–	–	0.57%	35
2025 Q4	$1.48M	Sell	17,166 -100	-0.6%	-$9.1K	0.39%	65
2025 Q3	$1.57M	Hold	17,266	–	–	0.42%	59
2025 Q2	$1.37M	Hold	17,266	–	–	0.38%	67
2025 Q1	$1.25M	Hold	17,266	–	–	0.36%	68
2024 Q4	$1.06M	Hold	17,266	–	–	0.3%	80
2024 Q3	$1.22M	Hold	17,266	–	–	0.34%	70
2024 Q2	$1.18M	Hold	17,266	–	–	0.37%	66
2024 Q1	$1.19M	Hold	17,266	–	–	0.39%	64
2023 Q4	$987K	Hold	17,266	–	–	0.34%	77
2023 Q3	$1.06M	Hold	17,266	–	–	0.52%	55
2023 Q2	$883K	Hold	17,266	–	–	0.31%	83
2023 Q1	$877K	Hold	17,266	–	–	0.33%	84
2022 Q4	$841K	Hold	17,266	–	–	0.33%	79
2022 Q3	$747K	Hold	17,266	–	–	0.34%	81
2022 Q2	$813K	Hold	17,266	–	–	0.34%	78
2022 Q1	$834K	Hold	17,266	–	–	0.29%	87
2021 Q4	$623K	Hold	17,266	–	–	0.21%	105
2021 Q3	$544K	Hold	17,266	–	–	0.2%	109
2021 Q2	$524K	Hold	17,266	–	–	0.24%	99
2021 Q1	$417K	Hold	17,266	–	–	0.17%	114
2020 Q4	$329K	Sell	17,266 -5,251	-23%	-$84.1K	0.15%	120
2020 Q3	$269K	Sell	22,517 -1,224	-5%	-$19.2K	0.13%	125
2020 Q2	$376K	Buy	+23,741	New	+$357K	0.21%	101

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SimplyRich's IMO Position: Q2 2026 in Review

SimplyRich held its Imperial Oil (IMO) position steady in Q2 2026 at 17,166 shares worth $1.92M. The position accounts for 0.45% of the portfolio, ranked #59.

SimplyRich first reported a position in IMO in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.25M in Q1 2026. 412 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

SimplyRich held 17,166 shares of Imperial Oil worth $1.92M as of Q2 2026.
SimplyRich left its Imperial Oil share count unchanged in Q2 2026.
Imperial Oil made up 0.45% of SimplyRich's portfolio in Q2 2026, its #59 holding.
SimplyRich first reported a position in Imperial Oil in Q2 2020 and has held it in 25 quarters since.
SimplyRich's Imperial Oil position peaked at $2.25M in Q1 2026.
412 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.