Imperial Oil shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Imperial Oil (IMO) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Imperial Oil
Tip: Access up to 7 years of quarterly data
All positions including Imperial Oil held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Imperial Oil by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $341k | 4.0k | 86.31 |
| 2025-09-30 | $359k | 4.0k | 90.74 |
| 2025-06-30 | $314k | 4.0k | 79.48 |
| 2025-03-31 | $286k | 4.0k | 72.32 |
| 2024-12-31 | $244k | 4.0k | 61.60 |
| 2024-09-30 | $279k | 4.0k | 70.45 |
| 2024-06-30 | $270k | 4.0k | 68.25 |
| 2024-03-31 | $273k | 4.0k | 69.13 |
| 2023-12-31 | $226k | 4.0k | 57.19 |
| 2023-09-30 | $244k | 4.0k | 61.63 |
| 2023-06-30 | $202k | 4.0k | 51.19 |
| 2023-03-31 | $201k | 4.0k | 50.81 |
| 2018-03-31 | $122k | 4.6k | 26.48 |
| 2017-12-31 | $144k | 4.6k | 31.26 |
More positions owned by Holistic Financial Partners
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