Soltis Investment Advisors LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1802530 ST. GEORGE, UT

Position in XOM

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

Position Value

$6,329,178

-$2,409,499 QoQ

Shares Held

46,293

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,003

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Energy · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $18,975,523 across 4 Oil & Gas Integrated names. XOM ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	71,868	$11,912,839
2	XOM	ExxonMobil Holdings Corp This page	46,293	$6,329,178
3	SHEL	Shell plc	5,089	$394,601
4	BP	Bp PLC	9,172	$338,905

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,329,178	46,293	-10.1%	Shares	Sole	2026-07-31
2026-03-31	$8,738,677	51,507	+63.4%	Shares	Sole	2026-04-27
2025-12-31	$3,793,116	31,520	+7.6%	Shares	Sole	2026-04-02
2025-09-30	$3,302,334	29,289	-7.4%	Shares	Sole	2025-11-12
2025-06-30	$3,408,097	31,615	-52.8%	Shares	Sole	2025-08-06
2025-03-31	$7,958,200	66,915	-4.3%	Shares	Sole	2025-05-13
2024-12-31	$7,518,067	69,890	+0.5%	Shares	Sole	2025-01-29
2024-09-30	$8,149,720	69,525	+149.9%	Shares	Sole	2025-01-03
2024-06-30	$3,202,293	27,817	+48.3%	Shares	Sole	2024-08-12
2024-03-31	$2,179,732	18,752	-12.8%	Shares	Sole	2024-05-29
2023-12-31	$2,149,570	21,500	-7.9%	Shares	Sole	2024-01-26
2023-09-30	$2,745,963	23,354	-7.6%	Shares	Sole	2023-11-08
2023-06-30	$2,711,387	25,281	-0.7%	Shares	Sole	2023-08-09
2023-03-31	$2,792,930	25,469	+18.5%	Shares	Sole	2023-05-03
2022-12-31	$2,370,126	21,488	+13.6%	Shares	Sole	2023-02-09
2022-09-30	$1,651,206	18,912	+3.6%	Shares	Sole	2022-11-14
2022-06-30	$1,563,101	18,252	-50.6%	Shares	Sole	2022-08-11
2022-03-31	$3,052,526	36,960	+100.5%	Shares	Sole	2022-05-06
2021-12-31	$1,127,731	18,430	-10.5%	Shares	Sole	2022-02-09
2021-09-30	$1,211,162	20,591	+1.4%	Shares	Sole	2021-11-09
2021-06-30	$1,281,217	20,311	+1.7%	Shares	Sole	2021-08-04
2021-03-31	$1,115,371	19,978	-53.4%	Shares	Sole	2021-05-11
2020-12-31	$1,768,338	42,900	-31.8%	Shares	Sole	2021-02-10
2020-09-30	$2,159,013	62,890	+13.0%	Shares	Sole	2020-10-28
2020-06-30	$2,489,383	55,666	+147.7%	Shares	Sole	2020-08-12
2020-03-31	$853,337	22,474	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.