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Westwood Holdings Group’s Imperial Oil IMO Stock Holding History

Westwood Holdings 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
Q2 		$456K Sell
4,066
-3,712
-48% -$465K ﹤0.01% 474
2026
Q1 		$1.02M Buy
+7,778
New +$873K 0.01% 350

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

Westwood Holdings Group's IMO Position: Q2 2026 in Review

Westwood Holdings Group reduced its Imperial Oil (IMO) stake by 48% in Q2 2026, selling an estimated $465K and leaving 4,066 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Westwood Holdings Group first reported a position in IMO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.02M in Q1 2026. 413 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

  • Westwood Holdings Group held 4,066 shares of Imperial Oil worth $456K as of Q2 2026.
  • Westwood Holdings Group sold 3,712 Imperial Oil shares in Q2 2026, an estimated $465K.
  • Imperial Oil made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #474 holding.
  • Westwood Holdings Group first reported a position in Imperial Oil in Q1 2026 and has held it in 2 quarters since.
  • Westwood Holdings Group's Imperial Oil position peaked at $1.02M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.