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 Q3	$3.69K	Hold	30	–	–	﹤0.01%	1455
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	$1.3K	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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Gulf International Bank (UK) London, United Kingdom $5.19B AUM 34.99% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

True Wealth Design's IMO Position: Q3 2026 in Review

True Wealth Design held its Imperial Oil (IMO) position steady in Q3 2026 at 30 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

True Wealth Design first reported a position in IMO in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.19K in Q1 2026. 69 funds tracked by Wall St. Rank hold IMO as of Q3 2026.

True Wealth Design held 30 shares of Imperial Oil worth $3.69K as of Q3 2026.
True Wealth Design left its Imperial Oil share count unchanged in Q3 2026.
Imperial Oil made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1455 holding.
True Wealth Design first reported a position in Imperial Oil in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Imperial Oil position peaked at $4.19K in Q1 2026.
69 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.