Spire Wealth Management
IMO icon

Spire Wealth Management’s Imperial Oil IMO Stock Holding History

Spire 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
Q3 		$90.7K Buy
737
+2
+0.3% +$255 ﹤0.01% 970
2026
Q2 		$82.4K Buy
735
+2
+0.3% +$251 ﹤0.01% 1029
2026
Q1 		$95.8K Sell
733
-36
-5% -$4.04K ﹤0.01% 974
2025
Q4 		$66.4K Buy
769
+41
+6% +$3.73K ﹤0.01% 1097
2025
Q3 		$66.1K Buy
728
+2
+0.3% +$173 ﹤0.01% 1144
2025
Q2 		$57.7K Buy
726
+2
+0.3% +$143 ﹤0.01% 1150
2025
Q1 		$52.3K Hold
724
– – ﹤0.01% 1261
2024
Q4 		$44.6K Hold
724
– – ﹤0.01% 1323
2024
Q3 		$51K Hold
724
– – ﹤0.01% 1127
2024
Q2 		$49.4K Sell
724
-65
-8% -$4.48K ﹤0.01% 1123
2024
Q1 		$54.5K Buy
789
+65
+9% +$3.97K ﹤0.01% 1185
2023
Q4 		$40.4K Sell
724
-74
-9% -$4.25K ﹤0.01% 1277
2023
Q3 		$49.1K Buy
798
+72
+10% +$3.94K ﹤0.01% 1176
2023
Q2 		$37.2K Buy
726
+2
+0.3% +$99 ﹤0.01% 1332
2023
Q1 		$36.8K Buy
724
+474
+190% +$23.7K ﹤0.01% 1338
2022
Q4 		$12K Hold
250
– – ﹤0.01% 1544
2022
Q3 		$11K Sell
250
-474
-65% -$21.6K ﹤0.01% 1537
2022
Q2 		$34K Buy
724
+1
+0.1% +$51 ﹤0.01% 1455
2022
Q1 		$35K Sell
723
-107
-13% -$4.59K ﹤0.01% 1590
2021
Q4 		$30K Buy
830
+107
+15% +$3.68K ﹤0.01% 1951
2021
Q3 		$23K Buy
723
+3
+0.4% +$83 ﹤0.01% 1799
2021
Q2 		$22K Buy
720
+2
+0.3% +$60 ﹤0.01% 1831
2021
Q1 		$17K Buy
+718
New +$15.8K ﹤0.01% 2213

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Spire Wealth Management's IMO Position: Q3 2026 in Review

Spire Wealth Management increased its Imperial Oil (IMO) stake by 0.27% in Q3 2026, buying an estimated $255 and bringing the position to 737 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Spire Wealth Management first reported a position in IMO in Q1 2021 and has held it in 23 quarters since. The position peaked at $95.8K in Q1 2026. 293 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

  • Spire Wealth Management held 737 shares of Imperial Oil worth $90.7K as of Q3 2026.
  • Spire Wealth Management bought 2 Imperial Oil shares in Q3 2026, an estimated $255.
  • Imperial Oil made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #970 holding.
  • Spire Wealth Management first reported a position in Imperial Oil in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Imperial Oil position peaked at $95.8K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.