Twin Peaks Wealth Advisors’s Imperial Oil IMO Stock Holding History

Twin Peaks Wealth 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	–	Sell	-124	Closed	-$16.2K	–	1169
2026 Q1	$16.2K	Buy	+124	New	+$13.9K	﹤0.01%	805
2025 Q3	–	Sell	-120	Closed	-$10K	–	1105
2025 Q2	$10K	Buy	+120	New	+$8.57K	﹤0.01%	934

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

Twin Peaks Wealth Advisors's IMO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Imperial Oil (IMO) in Q2 2026, closing a stake of 124 shares — an estimated $16.2K sold.

Twin Peaks Wealth Advisors first reported a position in IMO in Q2 2025 and held it in 2 quarters. The position peaked at $16.2K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Imperial Oil position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 124 Imperial Oil shares in Q2 2026, an estimated $16.2K.
Twin Peaks Wealth Advisors first reported a position in Imperial Oil in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Imperial Oil position peaked at $16.2K in Q1 2026.
413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.