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 Q2	$1.31M	Sell	11,656 -2,101	-15%	-$263K	0.01%	608
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 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

Stephens Inc's IMO Position: Q2 2026 in Review

Stephens Inc reduced its Imperial Oil (IMO) stake by 15% in Q2 2026, selling an estimated $263K and leaving 11,656 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #608.

Stephens Inc first reported a position in IMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.8M in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Stephens Inc held 11,656 shares of Imperial Oil worth $1.31M as of Q2 2026.
Stephens Inc sold 2,101 Imperial Oil shares in Q2 2026, an estimated $263K.
Imperial Oil made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #608 holding.
Stephens Inc first reported a position in Imperial Oil in Q2 2023 and has held it in 13 quarters since.
Stephens Inc's Imperial Oil position peaked at $1.8M in Q1 2026.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.