Position in BP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$338,905
-$95,986 QoQ
Shares Held
9,172
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#626
of 1,163 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Soltis Investment Advisors LLC holds $18,975,523 across 4 Oil & Gas Integrated names. BP ranks #4 (1.8% of the industry book) .
All Filings in BP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,905 | 9,172 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $434,891 | 9,253 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $304,338 | 8,763 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $232,019 | 6,733 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $240,604 | 7,665 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $229,090 | 6,346 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $241,453 | 6,408 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $242,065 | 6,838 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $272,433 | 7,036 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||