True Wealth Design’s Imperial Oil IMO Stock Holding History

True Wealth Design’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	$3.36K	Sell	30 -2	-6%	-$251	﹤0.01%	1492
2026 Q1	$4.19K	Buy	32 +17	+113%	+$1.91K	﹤0.01%	1266
2025 Q4	$1.29K	Hold	15	–	–	﹤0.01%	1609
2025 Q3	$1.36K	Sell	15 -1	-6%	-$86	﹤0.01%	1637
2025 Q2	$1.27K	Buy	16 +2	+14%	+$143	﹤0.01%	1370
2025 Q1	$1.01K	Sell	14 -1	-7%	-$69	﹤0.01%	1256
2024 Q4	$924	Buy	15 +1	+7%	+$73	﹤0.01%	964
2024 Q3	$987	Hold	14	–	–	﹤0.01%	976
2024 Q2	$956	Buy	14 +2	+17%	+$138	﹤0.01%	516
2024 Q1	$830	Buy	12 +5	+71%	+$305	﹤0.01%	504
2023 Q4	$401	Hold	7	–	–	﹤0.01%	529
2023 Q3	$432	Hold	7	–	–	﹤0.01%	455
2023 Q2	$359	Buy	7 +2	+40%	+$99	﹤0.01%	532
2023 Q1	$255	Hold	5	–	–	﹤0.01%	684
2022 Q4	$244	Buy	+5	New	+$258	﹤0.01%	626

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

True Wealth Design's IMO Position: Q2 2026 in Review

True Wealth Design reduced its Imperial Oil (IMO) stake by 6.3% in Q2 2026, selling an estimated $251 and leaving 30 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

True Wealth Design first reported a position in IMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.19K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

True Wealth Design held 30 shares of Imperial Oil worth $3.36K as of Q2 2026.
True Wealth Design sold 2 Imperial Oil shares in Q2 2026, an estimated $251.
Imperial Oil made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1492 holding.
True Wealth Design first reported a position in Imperial Oil in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Imperial Oil position peaked at $4.19K in Q1 2026.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.