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United Capital Financial Advisors’s Imperial Oil IMO Stock Holding History

United Capital Financial 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 		$228K Sell
2,037
-12
-0.6% -$1.5K ﹤0.01% 1491
2026
Q1 		$268K Buy
+2,049
New +$230K ﹤0.01% 1405
2016
Q3 		– Sell
-6,961
Closed -$223K – 1287
2016
Q2 		$223K Buy
+6,961
New +$220K ﹤0.01% 1143

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Capital Financial Advisors's IMO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Imperial Oil (IMO) stake by 0.59% in Q2 2026, selling an estimated $1.5K and leaving 2,037 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

United Capital Financial Advisors first reported a position in IMO in Q2 2016 and has held it in 3 quarters since. The position peaked at $268K in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • United Capital Financial Advisors held 2,037 shares of Imperial Oil worth $228K as of Q2 2026.
  • United Capital Financial Advisors sold 12 Imperial Oil shares in Q2 2026, an estimated $1.5K.
  • Imperial Oil made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1491 holding.
  • United Capital Financial Advisors first reported a position in Imperial Oil in Q2 2016 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Imperial Oil position peaked at $268K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.