Public record / Tickers / IMO

IMO — IMPERIAL OIL LTD

Both disclosure regimes on one name: who in Congress filed about IMO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming IMO
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
10-10
filed 2025-10-10
13F holders
341
top-341 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Val T. Hoyle · $1.0K–$15.0K

Sale · traded 2025-09-23 → filed 2025-10-10. Ranked over every IMO row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IMO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IMO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in IMO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IMO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · IMO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Gotham Asset Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · IMPERIAL OIL LTD

Merged timeline of congressional filings and notable-manager moves on IMO
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fexit−15,286 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of IMO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1FMR LLC$7.3B1
2First Eagle Investment Management, LLC$1.8B1
3ROYAL BANK OF CANADA$672M1
4VANGUARD CAPITAL MANAGEMENT LLC$498M1
5FIL Ltd$482M1
6TD ASSET MANAGEMENT INC$449M1
7BANK OF MONTREAL /CAN/$354M1
8BANK OF AMERICA CORP /DE/$286M1
9GEODE CAPITAL MANAGEMENT, LLC$229M1
10MORGAN STANLEY$214M1
11Connor, Clark & Lunn Investment Management Ltd.$158M1
12VANGUARD FIDUCIARY TRUST CO$150M1
13CIBC WORLD MARKET INC.$148M1
14UBS Group AG$131M1
15Legal & General Group Plc$115M1
16MACKENZIE FINANCIAL CORP$107M1
17DIMENSIONAL FUND ADVISORS LP$104M1
18TD Waterhouse Canada Inc.$96.7M1
19NATIONAL BANK OF CANADA /FI/$94.1M1
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$93.1M1
21Amundi$86.2M1
22MANUFACTURERS LIFE INSURANCE COMPANY, THE$85.4M1
23Swiss National Bank$74.5M1
24Vanguard Global Advisers, LLC$68.0M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.3M1
26BANK OF NOVA SCOTIA$65.4M1
27DEUTSCHE BANK AG\$64.8M1
28TORONTO DOMINION BANK$60.8M1
29BlackRock, Inc.$59.8M1
30Fiera Capital Corp$45.2M1
31BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$42.5M1
32Invesco Ltd.$35.3M1
33AQR CAPITAL MANAGEMENT LLC$34.9M1
34VANGUARD ASSET MANAGEMENT, Ltd$34.6M1
35CITADEL ADVISORS LLC$29.7M1
36NORTHERN TRUST CORP$29.2M1
37Korea Investment CORP$27.5M1
38SCOTIA CAPITAL INC.$26.8M1
39FRANKLIN RESOURCES INC$26.5M1
40Nuveen, LLC$23.5M1
41CANADA PENSION PLAN INVESTMENT BOARD$22.7M1
42Capital Wealth Planning, LLC$21.8M1
43OMERS ADMINISTRATION Corp$21.2M1
44CIBC Asset Management Inc$21.1M1
45D. E. Shaw & Co., Inc.$20.6M1
46Aventail Capital Group, LP$20.5M1
47RAYMOND JAMES FINANCIAL INC$20.4M1
48Guardian Partners Inc.$20.3M1
49AVIVA PLC$19.0M1
50Zurcher Kantonalbank (Zurich Cantonalbank)$18.5M1
51O'SHAUGHNESSY ASSET MANAGEMENT, LLC$18.2M1
52Point72 Asset Management, L.P.$17.4M1
53Universal- Beteiligungs- und Servicegesellschaft mbH$16.7M1
54Guinness Asset Management LTD$16.1M1
55JANE STREET GROUP, LLC$14.4M1
56Federation des caisses Desjardins du Quebec$13.3M1
57LPL Financial LLC$13.0M1
58ROYAL LONDON ASSET MANAGEMENT LTD$13.0M1
59Cerity Partners LLC$12.9M1
60AMERICAN CENTURY COMPANIES INC$12.7M1
61Northwest & Ethical Investments L.P.$12.5M1
62Pictet Asset Management Holding SA$11.8M1
63NewEdge Wealth, LLC$11.4M1
64ENVESTNET ASSET MANAGEMENT INC$11.0M1
65Corigliano Investment Advisers, LLC$10.9M1
66CITIGROUP INC$10.9M1
67Vanguard Investments Australia, Ltd.$10.4M1
68WELLINGTON MANAGEMENT GROUP LLP$9.6M1
69Triasima Portfolio Management inc.$9.5M1
70SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$8.6M1
71FIRST TRUST ADVISORS LP$8.0M1
72Quantinno Capital Management LP$7.7M1
73Maryland State Retirement & Pension System$7.7M1
74Creative Planning$7.6M1
75Tidal Investments LLC$7.5M1
76RITHOLTZ WEALTH MANAGEMENT$7.2M1
77STATE OF WISCONSIN INVESTMENT BOARD$7.1M1
78WELLS FARGO & COMPANY/MN$6.3M1
79Jefferies Financial Group Inc.$6.1M1
801832 Asset Management L.P.$5.7M1
81STIFEL FINANCIAL CORP$5.6M1
82Alberta Investment Management Corp$5.3M1
83TWO SIGMA INVESTMENTS, LP$5.2M1
84Investment Management Corp of Ontario$4.8M1
85Plancorp, LLC$4.8M1
86BURNEY CO/$4.7M1
87BNP Paribas Asset Management Holding S.A.$4.5M1
88AZZAD ASSET MANAGEMENT INC /ADV$4.5M1
89Swiss Life Asset Management Ltd$4.4M1
90Gold Investment Management Ltd.$3.7M1
91MILLENNIUM MANAGEMENT LLC$3.5M1
92GUARDIAN CAPITAL LP$3.5M1
93CWA Asset Management Group, LLC$3.0M1
94Generali Asset Management SPA SGR$2.9M1
95SUSQUEHANNA ADVISORS GROUP, INC.$2.8M1
96Qube Research & Technologies Ltd$2.8M1
97Laird Norton Wetherby Trust Company, LLC$2.8M1
98Vanguard Personalized Indexing Management, LLC$2.8M1
99USS Investment Management Ltd$2.7M1
100PRINCIPAL FINANCIAL GROUP INC$2.7M1
101ALLIANCEBERNSTEIN L.P.$2.7M1
102Purpose Unlimited Inc.$2.3M1
103QUADRANT CAPITAL GROUP LLC$2.3M1
104Genus Capital Management Inc.$2.2M1
105Mariner, LLC$2.1M1
106Caprock Group, LLC$2.1M1
107US BANCORP \DE\$2.0M1
108PUBLIC SECTOR PENSION INVESTMENT BOARD$2.0M1
109Corient Private Wealth LLC$2.0M1
110Metis Global Partners, LLC$1.9M1
111Utah Retirement Systems$1.9M1
112WORLDQUANT MILLENNIUM ADVISORS LLC$1.8M1
113STEPHENS INC /AR/$1.8M1
114SIG North Trading, ULC$1.8M1
115EVOLVE PRIVATE WEALTH, LLC$1.8M1
116Mediolanum International Funds Ltd$1.7M1
117NewEdge Advisors, LLC$1.7M1
118Blue Trust, Inc.$1.7M1
119VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.6M1
120Aviso Financial Inc.$1.6M1
121Engineers Gate Manager LP$1.6M1
122IEQ CAPITAL, LLC$1.6M1
123OSAIC HOLDINGS, INC.$1.6M1
124CHELSEA COUNSEL CO$1.6M1
125Janus Henderson Group Ltd.$1.5M1
126Vise Technologies, Inc.$1.5M1
127Orion Porfolio Solutions, LLC$1.5M1
128FORTRESS PRIVATE LEDGER, LLC$1.4M1
129SEARLE & CO.$1.3M1
130Texas Capital Bank Wealth Management Services Inc$1.3M1
131COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
132Callan Family Office, LLC$1.3M1
133Ashton Thomas Private Wealth, LLC$1.3M1
134Atria Investments, Inc$1.2M1
135KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$1.2M1
136CIDEL ASSET MANAGEMENT INC$1.2M1
137Kestra Advisory Services, LLC$1.2M1
138PATTEN & PATTEN INC/TN$1.1M1
139Mraz, Amerine & Associates, Inc.$1.1M1
140MAI Capital Management$1.1M1
141Westerkirk Capital Inc.$1.1M1
142Pathstone Holdings, LLC$1.1M1
143MERCER GLOBAL ADVISORS INC /ADV$1.0M1
144SIGNATUREFD, LLC$1.0M1
145WESTWOOD HOLDINGS GROUP INC$1.0M1
146PCM Encore, LLC$1.0M1
147Ensign Peak Advisors, Inc$1.0M1
148Pacifica Partners Inc.$965K1
149Cetera Investment Advisers$956K1
150Meixler Investment Management, Ltd.$920K1
151Walleye Trading LLC$901K1
152MQS Management LLC$875K1
153Baader Bank Aktiengesellschaft$852K1
154Kathmere Capital Management, LLC$845K1
155Vident Advisory, LLC$838K1
156Qtron Investments LLC$830K1
157PDT Partners, LLC$787K1
158BENJAMIN EDWARDS INC$774K1
159D.A. DAVIDSON & CO.$774K1
160Fielder Capital Group LLC$734K1
161Lombard Odier Asset Management (Switzerland) SA$715K1
162NATIXIS$699K1
163Diversified Enterprises, LLC$696K1
164111 Capital$671K1
165Chou Associates Management Inc.$655K1
166Sequoia Financial Advisors, LLC$643K1
167Graham Capital Management, L.P.$631K1
168Aprio Wealth Management, LLC$622K1
169Man Group plc$606K1
170Osmosis Investment Management UK Ltd$600K1
171Baker Ellis Asset Management LLC$582K1
172Addenda Capital Inc.$579K1
173Guinness Atkinson Asset Management Inc$568K1
174HighTower Advisors, LLC$566K1
175UniSuper Management Pty Ltd$547K1
176INTECH INVESTMENT MANAGEMENT LLC$540K1
177Baron Wealth Management LLC$527K1
178UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$526K1
179Ballentine Partners, LLC$519K1
180Holistic Financial Partners$517K1
181BALYASNY ASSET MANAGEMENT L.P.$511K1
182Focus Partners Wealth$503K1
183Lido Advisors, LLC$489K1
184Fractal Investments LLC$485K1
185GTS SECURITIES LLC$455K1
186BCV Asset Management Inc.$441K1
187Brooklyn Investment Group$429K1
188Checchi Capital Advisers, LLC$414K1
189D'Orazio & Associates, Inc.$408K1
190Avior Wealth Management, LLC$400K1
191Rempart Asset Management Inc.$398K1
192FORA Capital, LLC$390K1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$390K1
194CONTINUUM WEALTH ADVISORS, LLC$386K1
195Assenagon Asset Management S.A.$384K1
196Siemens Fonds Invest GmbH$384K1
197Corps Capital Advisors, LLC$379K1
198CREDIT AGRICOLE S A$371K1
199PDS Planning, Inc$367K1
200Rockefeller Capital Management L.P.$361K1
201WATERS PARKERSON & CO., LLC$355K1
202Tower Research Capital LLC (TRC)$353K1
203Wilkinson Global Asset Management LLC$353K1
204Compound Planning, Inc.$340K1
205CONTRAVISORY INVESTMENT MANAGEMENT, INC.$331K1
206Larry Mathis Financial Planning, LLC$328K1
207Legacy Capital Group California, Inc.$328K1
208AIGEN INVESTMENT MANAGEMENT, LP$325K1
209&PARTNERS$319K1
210Mirador Capital Partners LP$304K1
211KLCM Advisors, Inc.$297K1
212Stirlingshire Investments, Inc.$295K1
213Ascent Group, LLC$290K1
214Argyle Capital Management, LLC$288K1
215Allworth Financial LP$286K1
216ANGELES WEALTH MANAGEMENT, LLC$285K1
217BTG Pactual Asset Management US LLC$277K1
218Advyzon Investment Management, LLC$272K1
219UNITED CAPITAL FINANCIAL ADVISORS, LLC$268K1
220Sanctuary Advisors, LLC$266K1
221Meeder Advisory Services, Inc.$265K1
222INTACT INVESTMENT MANAGEMENT INC.$262K1
223WealthTrust Axiom LLC$262K1
224EVERGREEN CAPITAL MANAGEMENT LLC$258K1
225Quantum Portfolio Management LLC$255K1
226WIMMER ASSOCIATES 1, LLC$253K1
227Cresset Asset Management, LLC$252K1
228QRG CAPITAL MANAGEMENT, INC.$252K1
229CoreCommodity Management, LLC$248K1
230Bridgewater Advisors Inc.$240K1
231HUB Investment Partners, LLC$239K1
232Breakwater Capital Group$238K1
233CITIZENS & NORTHERN CORP$235K1
234Wilmington Savings Fund Society, FSB$235K1
235RENAISSANCE TECHNOLOGIES LLC$235K1
236SANDERS MORRIS HARRIS LLC$235K1
237Safir Wealth Advisors, LLC$235K1
238Venture Visionary Partners LLC$232K1
239BUILDER INVESTMENT GROUP INC /ADV$230K1
240AE Wealth Management LLC$229K1
241Crossmark Global Holdings, Inc.$220K1
242KEYBANK NATIONAL ASSOCIATION/OH$219K1
243LAZARI CAPITAL MANAGEMENT, INC.$218K1
244Syverson Strege & Co$213K1
245Pure Financial Advisors, LLC$212K1
246GREAT VALLEY ADVISOR GROUP, INC.$210K1
247Sigma Planning Corp$208K1
248CWM, LLC$189K1
249Atlantic Union Bankshares Corp$178K1
250HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$170K1
251GeoWealth Management, LLC$165K1
252NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$155K1
253Cromwell Holdings LLC$150K1
254Tacita Capital Inc$134K1
255SHP Wealth Management$114K1
256Spire Wealth Management$95.8K1
257ASSETMARK, INC$86.9K1
258Arax Advisory Partners$84.6K1
259Evelyn Partners Investment Management LLP$82.4K1
260Steward Partners Investment Advisory, LLC$80.9K1
261Measured Wealth Private Client Group, LLC$78.5K1
262Smartleaf Asset Management LLC$71.4K1
263TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$70.6K1
264EASTERN BANK$65.4K1
265WealthCollab, LLC$45.4K1
266Transamerica Financial Advisors, LLC$43.5K1
267FIFTH THIRD BANCORP$21.1K1
268Pinnacle Wealth Planning Services, Inc.$20.0K1
269FINANCIAL CONSULATE, INC$13.5K1
270UMB Bank, n.a.$13.1K1
271JFS WEALTH ADVISORS, LLC$11.4K1
272Geneos Wealth Management Inc.$11.3K1
273First Pacific Financial$9.3K1
274BROWN, LISLE/CUMMINGS, INC.$8.1K1
275Elequin Capital, LP$8.1K1
276Parkside Financial Bank & Trust$8.0K1
277MATHER GROUP, LLC.$7.3K1
278Bell Investment Advisors, Inc$7.3K1
279Grove Bank & Trust$6.5K1
280Larson Financial Group LLC$6.5K1
281Intentional Wealth Strategies, LLC$6.5K1
282CANADA LIFE ASSURANCE Co$5.8K1
283True Wealth Design, LLC$4.2K1
284DekaBank Deutsche Girozentrale$4.1K1
285Beutel, Goodman & Co Ltd.$3.8K1
286Raleigh Capital Management Inc.$3.7K1
287Abound Wealth Management$3.3K1
288Kilter Group LLC$2.6K1
289Cassaday & Co Wealth Management LLC$2.2K1
290JNBA Financial Advisors$2.1K1
291Dogwood Wealth Management LLC$2.0K1
292THRIVENT FINANCIAL FOR LUTHERANS$1.9K1
293TOTH FINANCIAL ADVISORY CORP$1.4K1
294CENTRAL TRUST Co$6551
295Godfrey Financial Associates, Inc.$6541
296Nvest Wealth Strategies, Inc.$5241
297PEAPACK GLADSTONE FINANCIAL CORP$4871
298ACADIAN ASSET MANAGEMENT LLC$4091
299GSA CAPITAL PARTNERS LLP$4031
300MV CAPITAL MANAGEMENT, INC.$1311
301Capital Analysts, LLC$201
302Harvest Fund Management Co., Ltd$141
303NOMURA ASSET MANAGEMENT CO LTD$01
304VANGUARD GROUP INC$01
305GLENMEDE TRUST CO NA$01
306HARBOUR INVESTMENTS, INC.$01
307Clearstead Advisors, LLC$01
308MASSACHUSETTS FINANCIAL SERVICES CO /MA/$01
309CIBC Private Wealth Group LLC$01
310Grantham, Mayo, Van Otterloo & Co. LLC$01
311OLD MISSION CAPITAL LLC$01
312HRT FINANCIAL LP$01
313Johnson Financial Group, Inc.$01
314TWO SIGMA ADVISERS, LP$01
315Voleon Capital Management LP$01
316Gotham Asset Management, LLC$01
317Dynamic Technology Lab Private Ltd$01
318Twin Tree Management, LP$01
319Bank Julius Baer & Co. Ltd, Zurich$01
320Vontobel Holding Ltd.$01
321Wealth Architects, LLC$01
322Versor Investments LP$01
323Clarius Group, LLC$01
324Centiva Capital, LP$01
325Lester Murray Antman dba SimplyRich$01
326IFG Advisory, LLC$01
327Global Retirement Partners, LLC$01
328TWINBEECH CAPITAL LP$01
329Y-Intercept (Hong Kong) Ltd$01
330Physician Wealth Advisors, Inc.$01
331Key FInancial Inc$01
332Navalign, LLC$01
333State of Wyoming$01
334J. Safra Sarasin Holding AG$01
335SageView Advisory Group, LLC$01
336Caitong International Asset Management Co., Ltd$01
337Susquehanna Portfolio Strategies, LLC$01
338Scientech Research LLC$01
339IMG Wealth Management, Inc.$01
340Wealth Watch Advisors, INC$01
341Turas Capital Management LP$01
Truncated by Public Filings. The published aggregate ranks the top 341 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IMO

RETAINED WINDOW · ACTIVE HITS

Zero hits on IMO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for IMO · financials and macro

Financials — as filed PLANNED

IMO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IMO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing