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Strategic Wealth Partners’s Imperial Oil IMO Stock Holding History

Strategic Wealth Partners’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 		– Sell
-13
Closed -$1.72K – 1512
2026
Q1 		$1.72K Buy
+13
New +$1.46K ﹤0.01% 1180

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Wealth Partners's IMO Position: Q2 2026 in Review

Strategic Wealth Partners sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 13 shares — an estimated $1.72K sold.

Strategic Wealth Partners first reported a position in IMO in Q1 2026 and held it in 1 quarter. The position peaked at $1.72K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Strategic Wealth Partners reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 13 Imperial Oil shares in Q2 2026, an estimated $1.72K.
  • Strategic Wealth Partners first reported a position in Imperial Oil in Q1 2026 and held it in 1 quarter.
  • Strategic Wealth Partners's Imperial Oil position peaked at $1.72K in Q1 2026.
  • 410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.