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Total Wealth Planning & Management’s Imperial Oil IMO Stock Holding History

Total Wealth Planning & Management’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
2025
Q2 		$385K Hold
4,838
– – 0.31% 120
2025
Q1 		$350K Sell
4,838
-12,229
-72% -$840K 0.33% 109
2024
Q4 		$1.05M Buy
+17,067
New +$1.24M 0.95% 19

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 $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $269B 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Total Wealth Planning & Management's IMO Position: Q2 2025 in Review

Total Wealth Planning & Management held its Imperial Oil (IMO) position steady in Q2 2025 at 4,838 shares worth $385K. The position accounts for 0.31% of the portfolio, ranked #120.

Total Wealth Planning & Management first reported a position in IMO in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2024. 319 funds tracked by Wall St. Rank hold IMO as of Q2 2025.

  • Total Wealth Planning & Management held 4,838 shares of Imperial Oil worth $385K as of Q2 2025.
  • Total Wealth Planning & Management left its Imperial Oil share count unchanged in Q2 2025.
  • Imperial Oil made up 0.31% of Total Wealth Planning & Management's portfolio in Q2 2025, its #120 holding.
  • Total Wealth Planning & Management first reported a position in Imperial Oil in Q4 2024 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Imperial Oil position peaked at $1.05M in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.