Wellington Management Group
IMO icon

Wellington Management Group’s Imperial Oil IMO Stock Holding History

Wellington Management Group’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 		$9.59M Sell
73,482
-20,381
-22% -$2.29M ﹤0.01% 1254
2025
Q4 		$8.12M Buy
93,863
+40,618
+76% +$3.7M ﹤0.01% 1304
2025
Q3 		$4.83M Buy
53,245
+14,369
+37% +$1.24M ﹤0.01% 1452
2025
Q2 		$3.08M Buy
38,876
+3,474
+10% +$248K ﹤0.01% 1482
2025
Q1 		$2.56M Sell
35,402
-3,158
-8% -$217K ﹤0.01% 1507
2024
Q4 		$2.38M Sell
38,560
-22,176
-37% -$1.61M ﹤0.01% 1535
2024
Q3 		$4.28M Buy
60,736
+30,965
+104% +$2.19M ﹤0.01% 1377
2024
Q2 		$2.03M Sell
29,771
-157,215
-84% -$10.8M ﹤0.01% 1510
2024
Q1 		$12.9M Sell
186,986
-10,278
-5% -$628K ﹤0.01% 1058
2023
Q4 		$11.3M Buy
197,264
+19,731
+11% +$1.13M ﹤0.01% 1079
2023
Q3 		$11M Buy
177,533
+132,713
+296% +$7.27M ﹤0.01% 1082
2023
Q2 		$2.3M Buy
44,820
+36,553
+442% +$1.82M ﹤0.01% 1462
2023
Q1 		$420K Buy
8,267
+746
+10% +$37.2K ﹤0.01% 1864
2022
Q4 		$366K Sell
7,521
-1,120
-13% -$57.7K ﹤0.01% 1860
2022
Q3 		$377K Sell
8,641
-156
-2% -$7.12K ﹤0.01% 1860
2022
Q2 		$414K Sell
8,797
-50,470
-85% -$2.58M ﹤0.01% 1876
2022
Q1 		$2.87M Sell
59,267
-11,510
-16% -$494K ﹤0.01% 1520
2021
Q4 		$2.56M Buy
+70,777
New +$2.43M ﹤0.01% 1610
2021
Q3 		– Sell
-14,357
Closed -$437K – 2201
2021
Q2 		$437K Buy
14,357
+1,598
+13% +$48.2K ﹤0.01% 1949
2021
Q1 		$309K Buy
12,759
+1,354
+12% +$29.9K ﹤0.01% 1982
2020
Q4 		$217K Sell
11,405
-27,568
-71% -$442K ﹤0.01% 1880
2020
Q3 		$465K Sell
38,973
-87,978
-69% -$1.38M ﹤0.01% 1728
2020
Q2 		$2.04M Sell
126,951
-848,905
-87% -$12.8M ﹤0.01% 1356
2020
Q1 		$10.9M Buy
975,856
+433,472
+80% +$9.04M ﹤0.01% 1019
2019
Q4 		$14.4M Sell
542,384
-197,854
-27% -$5.01M ﹤0.01% 1071
2019
Q3 		$19.3M Sell
740,238
-7,396
-1% -$195K ﹤0.01% 974
2019
Q2 		$20.7M Sell
747,634
-29,877
-4% -$838K ﹤0.01% 1000
2019
Q1 		$21.2M Buy
777,511
+85,063
+12% +$2.32M ﹤0.01% 1000
2018
Q4 		$17.5M Buy
692,448
+62,467
+10% +$1.9M ﹤0.01% 1029
2018
Q3 		$20.4M Sell
629,981
-12,314
-2% -$395K ﹤0.01% 1078
2018
Q2 		$21.3M Sell
642,295
-11,608
-2% -$363K ﹤0.01% 1070
2018
Q1 		$17.3M Buy
653,903
+112,570
+21% +$3.25M ﹤0.01% 1118
2017
Q4 		$16.9M Buy
541,333
+12,566
+2% +$391K ﹤0.01% 1111
2017
Q3 		$16.9M Sell
528,767
-11,609
-2% -$345K ﹤0.01% 1119
2017
Q2 		$15.7M Sell
540,376
-1,659,633
-75% -$48.5M ﹤0.01% 1107
2017
Q1 		$66.9M Sell
2,200,009
-411,901
-16% -$13.3M 0.02% 633
2016
Q4 		$91M Sell
2,611,910
-206,002
-7% -$6.91M 0.02% 537
2016
Q3 		$88M Sell
2,817,912
-3,278,989
-54% -$102M 0.02% 530
2016
Q2 		$192M Sell
6,096,901
-3,045,121
-33% -$96.4M 0.05% 320
2016
Q1 		$306M Sell
9,142,022
-1,567,581
-15% -$49M 0.08% 245
2015
Q4 		$348M Sell
10,709,603
-420,239
-4% -$13.6M 0.09% 217
2015
Q3 		$352M Buy
11,129,842
+87,684
+0.8% +$3.04M 0.1% 213
2015
Q2 		$427M Sell
11,042,158
-928,601
-8% -$38.2M 0.11% 188
2015
Q1 		$478M Sell
11,970,759
-2,436,456
-17% -$94.9M 0.12% 166
2014
Q4 		$621M Sell
14,407,215
-178,636
-1% -$8.13M 0.16% 132
2014
Q3 		$690M Buy
14,585,851
+3,269,880
+29% +$168M 0.19% 121
2014
Q2 		$596M Buy
11,315,971
+3,975,719
+54% +$196M 0.16% 139
2014
Q1 		$342M Buy
7,340,252
+870,968
+13% +$38M 0.09% 238
2013
Q4 		$286M Buy
6,469,284
+330,227
+5% +$14.4M 0.08% 266
2013
Q3 		$270M Buy
6,139,057
+1,209,363
+25% +$50.7M 0.08% 259
2013
Q2 		$188M Buy
+4,929,694
New +$193M 0.06% 320

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

Wellington Management Group's IMO Position: Q1 2026 in Review

Wellington Management Group reduced its Imperial Oil (IMO) stake by 22% in Q1 2026, selling an estimated $2.29M and leaving 73,482 shares worth $9.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Wellington Management Group first reported a position in IMO in Q2 2013 and has held it in 51 quarters since. The position peaked at $690M in Q3 2014. 405 funds tracked by Wall St. Rank hold IMO as of Q1 2026.

  • Wellington Management Group held 73,482 shares of Imperial Oil worth $9.59M as of Q1 2026.
  • Wellington Management Group sold 20,381 Imperial Oil shares in Q1 2026, an estimated $2.29M.
  • Imperial Oil made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1254 holding.
  • Wellington Management Group first reported a position in Imperial Oil in Q2 2013 and has held it in 51 quarters since.
  • Wellington Management Group's Imperial Oil position peaked at $690M in Q3 2014.
  • 405 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.