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 Q2	$69.3K	Hold	619	–	–	﹤0.01%	2780
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 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

Steward Partners Investment Advisory's IMO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Imperial Oil (IMO) position steady in Q2 2026 at 619 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Steward Partners Investment Advisory first reported a position in IMO in Q2 2023 and has held it in 13 quarters since. The position peaked at $80.9K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Steward Partners Investment Advisory held 619 shares of Imperial Oil worth $69.3K as of Q2 2026.
Steward Partners Investment Advisory left its Imperial Oil share count unchanged in Q2 2026.
Imperial Oil made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2780 holding.
Steward Partners Investment Advisory first reported a position in Imperial Oil in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Imperial Oil position peaked at $80.9K in Q1 2026.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.