Outlook Wealth Advisors, LLC

SEC CIK: 0001767151
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

XOM holding history

ExxonMobil Holdings 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.

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

Shares (Q2 2026): 27,763
Value: $3.80M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of XOM by Outlook Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,763	$3.80M	0.8%	−2,179−7.3%	Reduced	Holders
Q1 2026	29,942	$5.08M	1.2%	−3,300−9.9%	Reduced	Holders
Q4 2025	33,242	$4.00M	0.9%	+7,133+27.3%	Added	Holders
Q3 2025	26,109	$2.94M	0.7%	−31−0.1%	Reduced	Holders
Q2 2025	26,140	$2.82M	0.7%	−1,911−6.8%	Reduced	Holders
Q1 2025	28,051	$3.34M	0.9%	+69+0.2%	Added	Holders
Q4 2024	27,982	$3.01M	0.9%	−21−0.1%	Reduced	Holders
Q3 2024	28,003	$3.28M	0.9%	−525−1.8%	Reduced	Holders
Q2 2024	28,528	$3.28M	1.6%	+5,759+25.3%	Added	Holders
Q1 2024	22,769	$2.65M	0.8%	−7,248−24.1%	Reduced	Holders
Q4 2023	30,017	$3.00M	1.0%	−368−1.2%	Reduced	Holders
Q3 2023	30,385	$3.57M	1.4%	+590+2.0%	Added	Holders
Q2 2023	29,795	$3.20M	1.2%	+412+1.4%	Added	Holders
Q1 2023	29,383	$3.22M	1.4%	−122−0.4%	Reduced	Holders
Q4 2022	29,505	$3.25M	1.5%	−1,060−3.5%	Reduced	Holders
Q3 2022	30,565	$2.67M	1.2%	−1,203−3.8%	Reduced	Holders
Q2 2022	31,768	$2.72M	1.1%	−1,098−3.3%	Reduced	Holders
Q1 2022	32,866	$2.71M	0.9%	−2,919−8.2%	Reduced	Holders
Q4 2021	35,785	$2.19M	0.6%	−2,049−5.4%	Reduced	Holders
Q3 2021	37,834	$2.23M	0.7%	+4,603+13.9%	Added	Holders
Q2 2021	33,231	$2.10M	0.7%	−301−0.9%	Reduced	Holders
Q1 2021	33,532	$1.87M	0.7%	–	–	Holders

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