Waratah Capital Advisors’s Imperial Oil IMO Stock Holding History

Waratah Capital 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	$15.5M	Buy	+138,623	New	+$17.4M	0.53%	48
2025 Q4	–	Sell	-100,000	Closed	-$9.07M	–	187
2025 Q3	$9.07M	Sell	100,000 -162,010	-62%	-$14M	0.16%	83
2025 Q2	$20.8M	Sell	262,010 -12,990	-5%	-$928K	0.55%	36
2025 Q1	$19.9M	Buy	+275,000	New	+$18.9M	0.53%	38
2024 Q3	–	Sell	-170,100	Closed	-$11.6M	–	155
2024 Q2	$11.6M	Buy	+170,100	New	+$11.7M	0.43%	61
2024 Q1	–	Sell	-166,546	Closed	-$9.49M	–	183
2023 Q4	$9.49M	Sell	166,546 -641,940	-79%	-$36.9M	0.19%	66
2023 Q3	$49.8M	Buy	808,486 +449,013	+125%	+$24.6M	0.71%	25
2023 Q2	$18.4M	Buy	+359,473	New	+$17.9M	0.35%	39
2022 Q4	–	Sell	-862,350	Closed	-$37.3M	–	207
2022 Q3	$37.3M	Buy	+862,350	New	+$39.4M	0.57%	31

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

Waratah Capital Advisors's IMO Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in Imperial Oil (IMO) in Q2 2026: 138,623 shares worth $15.5M. The stake represents 0.53% of the portfolio and ranks #48 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in IMO as recently as Q3 2025.

Waratah Capital Advisors first reported a position in IMO in Q3 2022 and has held it in 9 quarters since. The position peaked at $49.8M in Q3 2023. 411 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Waratah Capital Advisors held 138,623 shares of Imperial Oil worth $15.5M as of Q2 2026.
Imperial Oil was a new Waratah Capital Advisors position in Q2 2026.
Imperial Oil made up 0.53% of Waratah Capital Advisors's portfolio in Q2 2026, its #48 holding.
Waratah Capital Advisors first reported a position in Imperial Oil in Q3 2022 and has held it in 9 quarters since.
Waratah Capital Advisors's Imperial Oil position peaked at $49.8M in Q3 2023.
411 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.