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Wood Tarver Financial Group’s Imperial Oil IMO Stock Holding History

Wood Tarver Financial 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
2025
Q1 		– Sell
-3
Closed – – 760
2024
Q4 		$0 Buy
+3
New +$218 ﹤0.01% 680

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wood Tarver Financial Group's IMO Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of Imperial Oil (IMO) in Q1 2025, closing a stake of 3 shares.

Wood Tarver Financial Group first reported a position in IMO in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 309 funds tracked by Wall St. Rank hold IMO as of Q1 2025.

  • Wood Tarver Financial Group reported no remaining Imperial Oil position as of Q1 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 3 Imperial Oil shares in Q1 2025.
  • Wood Tarver Financial Group first reported a position in Imperial Oil in Q4 2024 and held it in 1 quarter.
  • Wood Tarver Financial Group's Imperial Oil position peaked at $0 in Q4 2024.
  • 309 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.