Winch Advisory Services’s Imperial Oil IMO Stock Holding History

Winch Advisory Services’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	$48.1K	Buy	430 +2	+0.5%	+$251	0.01%	198
2026 Q1	$55.9K	Buy	428 +3	+0.7%	+$337	0.01%	165
2025 Q4	$36.7K	Buy	425 +2	+0.5%	+$182	0.01%	193
2025 Q3	$38.4K	Buy	423 +3	+0.7%	+$259	0.01%	187
2025 Q2	$33.4K	Buy	420 +3	+0.7%	+$214	0.01%	188
2025 Q1	$30.2K	Hold	417	–	–	0.01%	192
2024 Q4	$25.7K	Buy	+417	New	+$30.2K	0.01%	209

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

Winch Advisory Services's IMO Position: Q2 2026 in Review

Winch Advisory Services increased its Imperial Oil (IMO) stake by 0.47% in Q2 2026, buying an estimated $251 and bringing the position to 430 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #198.

Winch Advisory Services first reported a position in IMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.9K in Q1 2026. 410 funds tracked by Wall St. Rank hold IMO as of Q2 2026.

Winch Advisory Services held 430 shares of Imperial Oil worth $48.1K as of Q2 2026.
Winch Advisory Services bought 2 Imperial Oil shares in Q2 2026, an estimated $251.
Imperial Oil made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #198 holding.
Winch Advisory Services first reported a position in Imperial Oil in Q4 2024 and has held it in 7 quarters since.
Winch Advisory Services's Imperial Oil position peaked at $55.9K in Q1 2026.
410 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.