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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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's IMO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Imperial Oil (IMO) in Q1 2026: 124 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IMO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IMO in Q2 2025 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 124 shares of Imperial Oil worth $16.2K as of Q1 2026.
  • Imperial Oil was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Imperial Oil made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #805 holding.
  • Twin Peaks Wealth Advisors first reported a position in Imperial Oil in Q2 2025 and has held it in 2 quarters since.
  • 405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.