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Creative Planning IMO Position History
Imperial Oil Limited • Energy
Quarters held
9
Latest value
$7.3M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $165K |
| Q4 2025 | $4.6M |
| Q1 2026 | $238K |
| Q1 2026 | $7.3M |
| Q2 2026 | $204K |
| Q2 2026 | $6M |
| Q3 2026 | $222K |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 59.4K | — | — |
| Q3 2026 | $222K | 1.8K | — | — |
| Q2 2026 | $6M | 53.5K | — | — |
| Q2 2026 | $204K | 1.8K | — | — |
| Q1 2026 | $7.3M | 56.0K | — | — |
| Q1 2026 | $238K | 1.8K | — | — |
| Q4 2025 | $4.6M | 52.8K | — | — |
| Q3 2025 | $165K | 1.8K | — | — |
| Q3 2025 | $4.6M | 50.4K | — | — |