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Transcend Capital Advisors’s Imperial Oil IMO Stock Holding History

Transcend Capital Advisors’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 		$789K Buy
7,041
+180
+3% +$22.6K 0.05% 321
2026
Q1 		$898K Sell
6,861
-681
-9% -$76.4K 0.07% 252
2025
Q4 		$651K Buy
7,542
+1,849
+32% +$168K 0.05% 315
2025
Q3 		$517K Buy
5,693
+1,809
+47% +$156K 0.04% 370
2025
Q2 		$309K Buy
+3,884
New +$277K 0.02% 451

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

Transcend Capital Advisors's IMO Position: Q2 2026 in Review

Transcend Capital Advisors increased its Imperial Oil (IMO) stake by 2.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 7,041 shares worth $789K. The position accounts for 0.05% of the portfolio, ranked #321.

Transcend Capital Advisors first reported a position in IMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $898K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Transcend Capital Advisors held 7,041 shares of Imperial Oil worth $789K as of Q2 2026.
  • Transcend Capital Advisors bought 180 Imperial Oil shares in Q2 2026, an estimated $22.6K.
  • Imperial Oil made up 0.05% of Transcend Capital Advisors's portfolio in Q2 2026, its #321 holding.
  • Transcend Capital Advisors first reported a position in Imperial Oil in Q2 2025 and has held it in 5 quarters since.
  • Transcend Capital Advisors's Imperial Oil position peaked at $898K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.