Cheviot Value Management, LLC Purchases and Sells in Q2 2025

Cheviot Value Management, LLC

$840 Million
Q2 2025

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	108K + 14.16%	$100.35 - $100.71 $10.8M - $10.9M	870K $87.6M
AGI	124K + 236.79%	$23.81 - $30.33 $2.95M - $3.76M	176K $4.69M
AMZN	253 + 0.37%	$167.32 - $223.3 $42.3K - $56.5K	68.9K $15.1M
LQD	14.7K + 6.05%	$105.23 - $109.61 $1.55M - $1.61M	258K $28.3M
TDTF	61.3K + 7.01%	$23.58 - $24.2 $1.44M - $1.48M	936K $22.5M
QQQ	177 + 1.59%	$416.06 - $551.64 $73.6K - $97.6K	11.3K $6.24M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COF	550 New	$150.57 - $212.76 $82.8K - $117K	550 $117K
NLR	340 New	$66.89 - $111.18 $22.7K - $37.8K	340 $37K
GNRC	100 New	$101.92 - $143.21 $10.2K - $14.3K	100 $14K
GTLS	65 New	$115.08 - $175.5 $7.48K - $11.4K	65 $10K
RKT	158 New	$11.11 - $15.4 $1.76K - $2.43K	158 $2K
ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF	1.75K New	N/A	1.75K $0

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-2.21K - 0.91%	$483.48 - $539.8 $1.07M - $1.19M	240K $116M
JNJ	-166 - 0.1%	$146.36 - $159.82 $24.3K - $26.5K	173K $26.4M
DVN	-13.6K - 23.17%	$26.8 - $37.92 $365K - $516K	45.1K $1.44M
ABBV	-260 - 0.89%	$170.16 - $206.27 $44.2K - $53.6K	28.8K $5.35M
PFE	-3.84K - 0.77%	$21.59 - $24.84 $82.9K - $95.4K	495K $12M
SHY	-4.33K - 47.27%	$82.21 - $83.12 $356K - $360K	4.83K $400K

Activity Summary All Purchases 89 New Holdings 15 Increased Positions 74 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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