13F Portfolios

First Eagle Investment Management, LLC — IMPERIAL OIL LTD IMO: Quarterly 13F Position History

First Eagle Investment Management, LLC has reported IMPERIAL OIL LTD (IMO) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 13,972,305 shares ($1.83B market value, 2.42% of the equity book). Quarter-over-quarter share count change: 4,632,700 (-24.9%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 13,972,305 4,632,700 -24.9% $1.83B 2.42% $131.00
Q4 2025 18,605,005 1,538,867 -7.6% $1.61B 2.83% $86.39
Q3 2025 20,143,872 347,325 -1.7% $1.83B 3.32% $90.66
Q2 2025 20,491,197 597,160 -2.8% $1.63B 3.26% $79.56
Q1 2025 21,088,357 124,896 -0.6% $1.52B 3.21% $72.25
Q4 2024 21,213,253 501,101 -2.3% $1.31B 2.92% $61.55
Q3 2024 21,714,354 145,732 -0.7% $1.53B 3.14% $70.35
Q2 2024 21,860,086 523,505 -2.3% $1.49B 3.37% $68.19
Q1 2024 22,383,591 111,722 -0.5% $1.54B 3.51% $69.01
Q4 2023 22,495,313 +316,009 +1.4% $1.28B 3.06% $56.97
Q3 2023 22,179,304 1,864,635 -7.8% $1.37B 3.59% $61.59
Q2 2023 24,043,939 +88,097 +0.4% $1.23B 3.15% $51.16
Q1 2023 23,955,842 33,123 -0.1% $1.22B 3.23% $50.85
Q4 2022 23,988,965 734,815 -3.0% $1.17B 3.22% $48.71
Q3 2022 24,723,780 14,451 -0.1% $1.07B 3.24% $43.30
Q2 2022 24,738,231 +69,556 +0.3% $1.17B 3.29% $47.14
Q1 2022 24,668,675 61,638 -0.2% $1.19B 2.92% $48.39
Q4 2021 24,730,313 845,405 -3.3% $891.9M 2.23% $36.06
Q3 2021 25,575,718 352,903 -1.4% $808.3M 2.07% $31.60
Q2 2021 25,928,621 477,847 -1.8% $790.2M 1.98% $30.48
Q1 2021 26,406,468 +91,238 +0.3% $639.6M 1.70% $24.22
Q4 2020 26,315,230 +138,456 +0.5% $499.5M 1.41% $18.98
Q3 2020 26,176,774 +58,738 +0.2% $313.4M 0.94% $11.97
Q2 2020 26,118,036 +1,689,433 +6.9% $420.2M 1.32% $16.09
Q1 2020 24,428,603 +990,018 +4.2% $276.2M 1.00% $11.31
Q4 2019 23,438,585 +323,212 +1.4% $620.0M 1.70% $26.45
Q3 2019 23,115,373 +944,551 +4.3% $601.9M 1.71% $26.04
Q2 2019 22,170,822 0 $605.2M 1.64% $27.30
Q1 2019 22,170,822 31,938 -0.1% $605.2M 1.64% $27.30
Q4 2018 22,202,760 +742,096 +3.5% $562.5M 1.63% $25.34
Q3 2018 21,460,664 +2,794 +0.0% $695.0M 1.75% $32.38
Q2 2018 21,457,870 133,123 -0.6% $714.0M 1.76% $33.27
Q1 2018 21,590,993 +4,076,398 +23.3% $571.8M 1.43% $26.48
Q4 2017 17,514,595 +5,401,364 +44.6% $546.6M 1.29% $31.21
Q3 2017 12,113,231 +2,793,989 +30.0% $387.1M 0.87% $31.96
Q2 2017 9,319,242 +831,439 +9.8% $271.7M 0.65% $29.16
Q1 2017 8,487,803 +3,255,924 +62.2% $258.2M 0.64% $30.43
Q4 2016 5,231,879 +1,551,909 +42.2% $181.8M 0.46% $34.75
Q3 2016 3,679,970 +3,301 +0.1% $115.0M 0.29% $31.26
Q2 2016 3,676,669 +1,750,694 +90.9% $116.3M 0.30% $31.63
Q1 2016 1,925,975 $64.3M 0.16% $33.37

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did First Eagle Investment Management, LLC first disclose a IMO position in 13F-HR filings?

First Eagle Investment Management, LLC first reported IMPERIAL OIL LTD (IMO) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.

What was First Eagle Investment Management, LLC's most recent quarter-over-quarter share-count change in IMO?

Between Q4 2025 and Q1 2026, First Eagle Investment Management, LLC reduced its IMO position by 4,632,700 shares (-24.9%), leaving 13,972,305 shares at a market value of $1.83B.

Does the implied price-per-share represent First Eagle Investment Management, LLC's cost basis in IMO?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.