Cheviot Value Management, LLC

Q1 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
426
Total value ($000)
$995,581
Net value change ($000)
-22,524 (-2.2%)
New positions
14
Sold out positions
4
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 9,276 9.4%
XOM 3,886 22.3%
COP 3,807 31.4%
TOTL 3,667 7.2%
LBRDA 3,063 92.6%
CVX 3,015 21.3%
BRK-B 2,911 2.6%
PFE 2,772 19.3%
MRK 2,481 13.7%
OXY 1,855 40.2%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -13,045 -21.4%
AEM -11,518 -12.1%
CEF -9,639 -26.0%
NEM -7,372 -23.4%
MSFT -6,139 -22.3%
B -4,511 -25.7%
META -3,914 -14.5%
UL -3,181 -14.4%
PAAS -2,173 -23.2%
AMZN -1,371 -7.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type