Cheviot Value Management, LLC

Q2 2026 13F-HR Holdings

Location
Beverly Hills, CA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
443
Total value ($000)
$983,988
Net value change ($000)
-11,593 (-1.2%)
New positions
27
Sold out positions
10
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EXXONMOBIL HOLDINGS CORP COM SHS 17,038 NEW
GOOGL 8,994 18.8%
BRK-B 5,034 4.4%
V 3,953 16.7%
UL 3,186 16.9%
SNDK 2,739 246.1%
AMZN 2,669 15.9%
MKL 2,255 16.9%
AMAT 1,949 110.5%
SCHO 1,925 59.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -21,344 -100.0%
AEM -19,877 -23.8%
SGOV -6,583 -6.1%
CEF -4,567 -16.7%
NEM -3,727 -15.4%
CVX -3,500 -20.4%
COP -3,478 -21.9%
LBRDA -3,093 -48.5%
AGI -2,753 -29.5%
PFE -2,394 -14.0%
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