Stephens Inc’s Imperial Oil IMO Stock Holding History

Stephens Inc’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	$1.8M	Sell	13,757 -2,789	-17%	-$313K	0.02%	495
2025 Q4	$1.43M	Sell	16,546 -763	-4%	-$69.5K	0.02%	548
2025 Q3	$1.57M	Buy	17,309 +2,219	+15%	+$192K	0.02%	534
2025 Q2	$1.2M	Buy	15,090 +229	+2%	+$16.4K	0.02%	581
2025 Q1	$1.07M	Buy	14,861 +290	+2%	+$19.9K	0.02%	595
2024 Q4	$898K	Buy	14,571 +50	+0.3%	+$3.63K	0.01%	637
2024 Q3	$1.02M	Buy	14,521 +1,196	+9%	+$84.7K	0.01%	600
2024 Q2	$909K	Sell	13,325 -200	-1%	-$13.8K	0.01%	622
2024 Q1	$935K	Buy	13,525 +1,926	+17%	+$118K	0.01%	598
2023 Q4	$663K	Buy	11,599 +681	+6%	+$39.1K	0.01%	651
2023 Q3	$672K	Buy	10,918 +76	+0.7%	+$4.16K	0.01%	626
2023 Q2	$555K	Buy	+10,842	New	+$539K	0.01%	705

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 $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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 $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return