Mraz, Amerine & Associates, Inc. IMO — IMPERIAL OIL LTD

Ownership history in Mraz, Amerine & Associates, Inc.  ·  22 quarters on record

AI Ownership Summary

Mraz, Amerine & Associates, Inc. reported IMPERIAL OIL LTD (IMO) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows IMO at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mraz, Amerine & Associates, Inc.'s position in IMPERIAL OIL LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IMO was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IMO stock page Mraz, Amerine & Associates, Inc. fund profile Mraz, Amerine & Associates, Inc. full holdings
How Mraz, Amerine & Associates, Inc. held IMO — position size vs. price
% of Fund (quarterly)    IMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8,435 -195 -2.3% 0.14% $945K 2026-07-16 $119.77
2026 Q1 UNCHANGED — — — 8,630 — 0% 0.17% $1.1M 2026-05-05 $132.29
2025 Q4 UNCHANGED — — — 8,630 — 0% 0.11% $745K 2026-02-06 $111.52
2025 Q3 UNCHANGED — — — 8,630 — 0% 0.12% $783K 2025-11-06 $89.46
2025 Q2 UNCHANGED — — — 8,630 — 0% 0.11% $686K 2025-07-23 $82.20
2025 Q1 UNCHANGED — — — 8,630 — 0% 0.11% $611K 2025-04-30 $65.46
2024 Q4 UNCHANGED — — — 8,630 — 0% 0.09% $532K 2025-01-31 $64.24
2024 Q3 UNCHANGED — — — 8,630 — 0% 0.11% $608K 2024-10-23 $71.96
2024 Q2 REDUCED 6.0% +3.8% ❌ 8,630 -550 -6.0% 0.12% $589K 2024-08-01 $65.84
2024 Q1 UNCHANGED — — — 9,180 — 0% 0.12% $635K 2024-05-15 $65.52
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IMO

As of 2026 Q2 — sorted by position size

Pacifica Partners Inc. 3Y 0.24% Fruth Investment Management 3Y 7Y 0.22% Safir Wealth Advisors, LLC 3Y 0.13% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.12% Baron Wealth Management LLC 3Y 0.12% Plancorp, LLC 3Y 7Y 0.11% BURNEY CO/ 3Y 7Y 0.11% Nova Wealth Management, Inc. 0.11% Henry James International Management Inc. 3Y 7Y 0.1% Rempart Asset Management Inc. 3Y 0.07%

FAQ About Mraz, Amerine & Associates, Inc. and IMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mraz, Amerine & Associates, Inc. reported owning IMO?

Mraz, Amerine & Associates, Inc. reported IMO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IMO position in Mraz, Amerine & Associates, Inc.'s portfolio?

The largest reported portfolio weight for IMO was 0.17% in 2026 Q1.

What is the latest reported IMO position on this page?

The most recent filing on this page is 2026 Q2, when Mraz, Amerine & Associates, Inc. reported 8,435 shares, equal to 0.14% of portfolio, with an estimated market value of $945K.

What does the chart on this IMO ownership page compare?

The chart compares Mraz, Amerine & Associates, Inc.'s quarterly IMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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