What smart money is saying about Imperial Oil
IMO.TO
No fund has written a full thesis on Imperial Oil in our archive, but 3 fund letters report a position in it — most recently Guinness Global Energy Fund in July 2026.
3
Reported positions
0
Bought
0
Sold
3
Letters
Fund activity · 3 positions
- HoldsGuinness Global Energy FundJuly 2026
“Canadian integrateds and oil sands: Canadian Natural Resources, Suncor, Cenovus and Imperial Oil benefited from stronger oil prices and a renewed appreciation of secure, non-Middle Eastern supply.”
Read the letterImperial Oil - HoldsGuinness Global Energy FundJune 2026
“Within the Fund, the strongest performers were OMV, Enbridge, Repsol, Valero and Schlumberger while the weakest performers were BP, Devon, Helix, Imperial Oil and Petrochina.”
Read the letterImperial Oil - HoldsGuinnessJune 2026
“We also have three Canadian integrated holdings, Suncor, Cenovus and Imperial Oil.”
Read the letterImperial Oil
Read the letters behind these Imperial Oil positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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