Cheviot Value Management, LLC Incresed Positions in Q3 2025

Cheviot Value Management, LLC

  • $927 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
282K
+ 30.16%
$23.9 - $24.45 $6.74M - $6.9M
1.22M $29.6M
FISV
Fiserv Inc

Technology
42K
+ 486.07%
N/A
50.6K $6.34M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
103K
+ 10.54%
$39.58 - $40.74 $4.08M - $4.2M
1.08M $43.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
36.3K
+ 14.06%
$107.66 - $112.36 $3.91M - $4.08M
295K $32.8M
AGI
Alamos Gold Inc

Basic Materials
12.6K
+ 7.16%
$24.3 - $34.86 $307K - $440K
189K $6.59M
MRK
Merck & Co., Inc.

Healthcare
7.03K
+ 4.44%
$77.6 - $87.37 $545K - $614K
165K $13.9M
CVX
Chevron Corp

Energy
1.52K
+ 1.89%
$145.57 - $161.83 $222K - $246K
81.9K $12.7M
XOM
Exxon Mobil Corp

Energy
3.66K
+ 2.99%
$105.83 - $117.22 $388K - $429K
126K $14.2M
MMM
3 M CO

Industrials
4.51K
+ 4510.0%
$144.41 - $160.2 $651K - $723K
4.61K $715K
BA
Boeing CO

Industrials
3.16K
+ 337.61%
$209.79 - $237.38 $663K - $750K
4.1K $884K
QQQ
Invesco Qqq Trust, Series 1

ETFs
132
+ 1.17%
$546.99 - $602.2 $72.2K - $79.5K
11.5K $6.87M
COP
Conocophillips

Energy
556
+ 0.5%
$91.0 - $98.99 $50.6K - $55K
112K $10.6M
INTC
Intel Corp

Technology
14.5K
+ 164.17%
$19.31 - $35.5 $279K - $514K
23.3K $781K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
634
+ 19.44%
$567.77 - $614.76 $360K - $390K
3.9K $2.39M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
19.8K
+ 8.12%
$20.77 - $21.32 $410K - $421K
263K $5.59M
DIS
Walt Disney CO

Communication Services
4.24K
+ 67.33%
$112.25 - $124.0 $476K - $525K
10.5K $1.21M
GOOG
Alphabet Inc.

Communication Services
169
+ 3.54%
$175.16 - $255.24 $29.6K - $43.1K
4.95K $1.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.27K
+ 7748.53%
$65.64 - $78.22 $346K - $412K
5.34K $357K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12K
+ 5.85%
$25.24 - $25.56 $304K - $308K
218K $5.56M
UPS
United Parcel Service Inc

Industrials
2.46K
+ 2455.0%
$82.58 - $105.54 $203K - $259K
2.56K $213K
GLW
Corning Inc

Technology
2
+ 0.03%
$51.6 - $82.03 $103 - $164
6.27K $514K
HPE
Hewlett Packard Enterprise CO

Technology
6.78K
+ 12327.27%
$19.81 - $25.24 $134K - $171K
6.84K $167K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
50
+ 0.72%
$83.08 - $100.2 $4.15K - $5.01K
7.03K $703K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.95K
+ 53.38%
$52.39 - $53.11 $102K - $104K
5.6K $297K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.26K
+ 63000.0%
$78.96 - $80.04 $99.5K - $101K
1.26K $100K
HD
Home Depot, Inc.

Consumer Cyclical
125
+ 10.2%
$357.4 - $423.42 $44.7K - $52.9K
1.35K $547K
MS
Morgan Stanley

Financial Services
150
+ 3.68%
$139.09 - $161.16 $20.9K - $24.2K
4.23K $671K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.6K
+ 11.09%
$22.64 - $23.22 $81.6K - $83.7K
36.1K $834K
BLDR
Builders First Source, Inc.

Industrials
605
+ 33.15%
$116.91 - $149.21 $70.7K - $90.3K
2.43K $294K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.3%
$144.19 - $167.33 $1.44K - $1.67K
3.3K $551K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
349
+ 1.0%
$97.75 - $100.75 $34.1K - $35.2K
35.2K $3.53M
ACM
Aecom

Industrials
50
+ 1.44%
$111.08 - $132.99 $5.55K - $6.65K
3.53K $459K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.09%
$57.75 - $67.68 $462 - $541
9K $594K
BTI
British American Tobacco P.L.C.

Consumer Defensive
600
+ 10.48%
$46.69 - $59.27 $28K - $35.6K
6.33K $335K
AMZN
Amazon Com Inc

Consumer Cyclical
199
+ 0.29%
$211.65 - $238.24 $42.1K - $47.4K
69.1K $15.2M
C
Citigroup Inc

Financial Services
100
+ 3.59%
$85.57 - $103.49 $8.56K - $10.3K
2.88K $292K
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 2000.0%
$2292.04 - $2514.05 $45.8K - $50.3K
21 $49K
RKT
Rocket Companies, Inc.

Financial Services
2.25K
+ 1424.05%
$13.31 - $21.16 $29.9K - $47.6K
2.41K $46K
BBY
Best Buy CO Inc

Consumer Cyclical
100
+ 2.42%
$64.12 - $78.46 $6.41K - $7.85K
4.23K $319K
COF
Capital One Financial Corp

Financial Services
200
+ 36.36%
$207.29 - $229.74 $41.5K - $45.9K
750 $159K
VLO
Valero Energy Corp

Energy
4
+ 0.35%
$131.77 - $175.63 $527 - $703
1.16K $197K
GLD
Spdr Gold Trust

ETFs
39
+ 9.87%
$300.96 - $355.47 $11.7K - $13.9K
434 $154K
ICLN
Ishares

ETFs
899
+ 12.86%
$13.22 - $15.48 $11.9K - $13.9K
7.89K $122K
GVA
Granite Construction Inc

Industrials
1
+ 0.11%
$92.28 - $111.29 $92.3 - $111
887 $97K
SBUX
Starbucks Corp

Consumer Cyclical
213
+ 21.28%
$81.9 - $96.86 $17.4K - $20.6K
1.21K $102K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.22%
$303.93 - $329.86 $304 - $330
459 $150K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
35
+ 1.43%
$24.38 - $30.89 $853 - $1.08K
2.48K $76K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.05%
$94.4 - $104.27 $94.4 - $104
1.87K $193K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.12%
$28.92 - $32.19 $86.8 - $96.6
2.52K $80K
Activity Summary
Buys All Purchases 89 New Holdings 24 Increased Positions 65 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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