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Steward Partners Investment Advisory’s Imperial Oil IMO Stock Holding History

Steward Partners Investment Advisory’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 		$80.9K Buy
619
+130
+27% +$14.6K ﹤0.01% 2501
2025
Q4 		$42.2K Hold
489
– – ﹤0.01% 2764
2025
Q3 		$44.3K Buy
489
+5
+1% +$432 ﹤0.01% 2666
2025
Q2 		$38.4K Buy
484
+2
+0.4% +$143 ﹤0.01% 2602
2025
Q1 		$34.9K Sell
482
-100
-17% -$6.87K ﹤0.01% 2554
2024
Q4 		$35.9K Sell
582
-50
-8% -$3.63K ﹤0.01% 2515
2024
Q3 		$44.5K Buy
632
+150
+31% +$10.6K ﹤0.01% 2288
2024
Q2 		$32.9K Sell
482
-50
-9% -$3.44K ﹤0.01% 2301
2024
Q1 		$36.8K Hold
532
– – ﹤0.01% 2248
2023
Q4 		$30.4K Buy
532
+50
+10% +$2.87K ﹤0.01% 2192
2023
Q3 		$29.7K Sell
482
-25
-5% -$1.37K ﹤0.01% 2137
2023
Q2 		$25.9K Buy
+507
New +$25.2K ﹤0.01% 2169

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
VCM
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
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