Outlook Wealth Advisors, LLC

SEC CIK: 0001767151
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Outlook Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 15,430
Value: $2.56M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Outlook Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,430	$2.56M	0.6%	−91−0.6%	Reduced	Holders
Q1 2026	15,521	$3.21M	0.8%	−71−0.5%	Reduced	Holders
Q4 2025	15,592	$2.38M	0.5%	−135−0.9%	Reduced	Holders
Q3 2025	15,727	$2.44M	0.6%	+1,671+11.9%	Added	Holders
Q2 2025	14,056	$2.01M	0.5%	−291−2.0%	Reduced	Holders
Q1 2025	14,347	$2.40M	0.7%	+10.0%	Added	Holders
Q4 2024	14,346	$2.08M	0.6%	−247−1.7%	Reduced	Holders
Q3 2024	14,593	$2.15M	0.6%	−507−3.4%	Reduced	Holders
Q2 2024	15,100	$2.36M	1.1%	+544+3.7%	Added	Holders
Q1 2024	14,556	$2.30M	0.7%	+1,944+15.4%	Added	Holders
Q4 2023	12,612	$1.88M	0.7%	−82−0.6%	Reduced	Holders
Q3 2023	12,694	$2.14M	0.8%	+639+5.3%	Added	Holders
Q2 2023	12,055	$1.90M	0.7%	+22+0.2%	Added	Holders
Q1 2023	12,033	$1.96M	0.9%	−99−0.8%	Reduced	Holders
Q4 2022	12,132	$2.18M	1.0%	−62−0.5%	Reduced	Holders
Q3 2022	12,194	$1.75M	0.8%	−11−0.1%	Reduced	Holders
Q2 2022	12,205	$1.77M	0.7%	−1,295−9.6%	Reduced	Holders
Q1 2022	13,500	$2.20M	0.7%	−3,483−20.5%	Reduced	Holders
Q4 2021	16,983	$1.99M	0.6%	−1,478−8.0%	Reduced	Holders
Q3 2021	18,461	$1.87M	0.6%	−2,977−13.9%	Reduced	Holders
Q2 2021	21,438	$2.25M	0.7%	+609+2.9%	Added	Holders
Q1 2021	20,829	$2.18M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.