Soltis Investment Advisors LLC

Position in COP — Conocophillips

CIK 1802530 ST. GEORGE, UT

Position in COP

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,986,259

-$716,441 QoQ

Shares Held

19,106

-6.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#805

of 2,429 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Energy · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $3,046,220 across 4 Oil & Gas E&P names. COP ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	19,106	$1,986,259
2	EOG	Eog Resources Inc	4,264	$553,168
3	OXY	Occidental Petroleum Corp /De/	6,247	$303,416
4	FANG	Diamondback Energy, Inc.	1,157	$203,377

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,986,259	19,106	-6.7%	Shares	Sole	2026-07-31
2026-03-31	$2,702,700	20,475	-1.7%	Shares	Sole	2026-04-27
2025-12-31	$1,949,147	20,822	+0.0%	Shares	Sole	2026-04-02
2025-09-30	$1,969,080	20,817	+3.0%	Shares	Sole	2025-11-12
2025-06-30	$1,814,004	20,214	-64.1%	Shares	Sole	2025-08-06
2025-03-31	$5,916,406	56,336	+37.3%	Shares	Sole	2025-05-13
2024-12-31	$4,070,531	41,046	+191.6%	Shares	Sole	2025-01-29
2024-09-30	$1,481,921	14,076	+1.1%	Shares	Sole	2025-01-03
2024-06-30	$1,593,084	13,928	+2.7%	Shares	Sole	2024-08-12
2024-03-31	$1,726,044	13,561	+8.5%	Shares	Sole	2024-05-29
2023-12-31	$1,450,062	12,493	+2.1%	Shares	Sole	2024-01-26
2023-09-30	$1,465,273	12,231	+212.7%	Shares	Sole	2023-11-08
2023-06-30	$405,322	3,912	-84.7%	Shares	Sole	2023-08-09
2023-03-31	$2,539,776	25,600	+504.1%	Shares	Sole	2023-05-03
2022-12-31	$500,084	4,238	-86.0%	Shares	Sole	2023-02-09
2022-09-30	$3,096,092	30,253	-3.8%	Shares	Sole	2022-11-14
2022-06-30	$2,824,075	31,445	+2.7%	Shares	Sole	2022-08-11
2022-03-31	$3,062,600	30,626	+7.4%	Shares	Sole	2022-05-06
2021-12-31	$2,057,490	28,505	+402.2%	Shares	Sole	2022-02-09
2021-09-30	$384,662	5,676	+1.1%	Shares	Sole	2021-11-09
2021-06-30	$342,014	5,616	+38.3%	Shares	Sole	2021-08-04
2021-03-31	$215,058	4,060	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.