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Wealthspire Advisors (New York)’s Imperial Oil IMO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-28
Closed -$2.54K – 1925
2025
Q3 		$2.54K Buy
+28
New +$2.42K ﹤0.01% 2543
2019
Q1 		– Sell
-25
Closed -$1K – 403
2018
Q4 		$1K Buy
+25
New +$760 ﹤0.01% 809

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 $59.9B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s IMO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Imperial Oil (IMO) in Q4 2025, closing a stake of 28 shares — an estimated $2.54K sold.

Wealthspire Advisors (New York) first reported a position in IMO in Q4 2018 and held it in 2 quarters. The position peaked at $2.54K in Q3 2025. 352 funds tracked by Wall St. Rank hold IMO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Imperial Oil position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 28 Imperial Oil shares in Q4 2025, an estimated $2.54K.
  • Wealthspire Advisors (New York) first reported a position in Imperial Oil in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Imperial Oil position peaked at $2.54K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.