Skip to main content

Root Financial Partners, LLC

Position in IMO — Imperial Oil Ltd

CIK 1977181 ENCINITAS, CA

Position in IMO

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$21,846
-$3,442 QoQ
Shares Held
167
-43.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IMO Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Root Financial Partners, LLC holds $1,759,762 across 2 Oil & Gas Integrated names.

# Ticker Company Shares Value (USD) Open

All Filings in IMO

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $21,846 167
2025-12-31 $25,288 293
2025-09-30 $14,155 156