Oakmont Advisory Group, LLC

Position in CVS — CVS HEALTH Corp

CIK 2115370 ALBUQUERQUE, NM

Position in CVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,069

New position

Shares Held

20

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,019

of 2,051 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Oakmont Advisory Group, LLC holds $43,027 across 4 Healthcare Plans names. CVS ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	48	$19,950
2	CI	Cigna Group	72	$19,848
3	CVS	CVS HEALTH Corp This page	20	$2,069
4	ELV	Elevance Health, Inc.	3	$1,160

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,069	20	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.