Summit Financial’s Imperial Oil IMO Stock Holding History

Summit Financial’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	$768K	Buy	+6,822	New	+$855K	0.01%	937

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

Summit Financial's IMO Position: Q2 2026 in Review

Summit Financial opened a new position in Imperial Oil (IMO) in Q2 2026: 6,822 shares worth $768K. The stake represents 0.01% of the portfolio and ranks #937 among its holdings.

410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Summit Financial held 6,822 shares of Imperial Oil worth $768K as of Q2 2026.
Imperial Oil was a new Summit Financial position in Q2 2026.
Imperial Oil made up 0.01% of Summit Financial's portfolio in Q2 2026, its #937 holding.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.