U.S. Global Investors (USGI)’s Imperial Oil IMO Stock Holding History

U.S. Global Investors (USGI)’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
2025 Q2	–	Sell	-6,000	Closed	-$434K	–	149
2025 Q1	$434K	Hold	6,000	–	–	0.06%	80
2024 Q4	$370K	Hold	6,000	–	–	0.04%	86
2024 Q3	$423K	Buy	+6,000	New	+$425K	0.04%	85

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

U.S. Global Investors (USGI)'s IMO Position: Q2 2025 in Review

U.S. Global Investors (USGI) sold out of Imperial Oil (IMO) in Q2 2025, closing a stake of 6,000 shares — an estimated $434K sold.

U.S. Global Investors (USGI) first reported a position in IMO in Q3 2024 and held it in 3 quarters. The position peaked at $434K in Q1 2025. 319 funds tracked by Wall St. Rank hold IMO as of Q2 2025.

U.S. Global Investors (USGI) reported no remaining Imperial Oil position as of Q2 2025 after selling out during the quarter.
U.S. Global Investors (USGI) sold 6,000 Imperial Oil shares in Q2 2025, an estimated $434K.
U.S. Global Investors (USGI) first reported a position in Imperial Oil in Q3 2024 and held it in 3 quarters.
U.S. Global Investors (USGI)'s Imperial Oil position peaked at $434K in Q1 2025.
319 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2025, filed 24 Jul 2025.