Cheviot Value Management, LLC Purchases in Q1 2025

Cheviot Value Management, LLC

  • $820 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
762K
New
$100.34 - $100.68 $76.5M - $76.8M
762K $76.7M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
968K
New
$38.99 - $40.37 $37.7M - $39.1M
968K $39M
GOOGL
Alphabet Inc.

Communication Services
205K
New
$154.33 - $206.19 $31.7M - $42.3M
205K $31.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
244K
New
$105.1 - $109.61 $25.6M - $26.7M
244K $26.5M
V
Visa Inc.

Financial Services
71.1K
New
$306.92 - $362.71 $21.8M - $25.8M
71.1K $24.9M
UL
Unilever PLC

Consumer Defensive
384K
New
$54.72 - $60.29 $21M - $23.2M
384K $22.9M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
874K
New
$23.17 - $24.25 $20.3M - $21.2M
874K $21.2M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
735K
New
$24.11 - $28.41 $17.7M - $20.9M
735K $20.9M
CMCSA
Comcast Corp

Communication Services
470K
New
$33.19 - $38.23 $15.6M - $18M
470K $17.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
20
New
$663000.0 - $801950.0 $13.3M - $16M
20 $16M
XOM
Exxon Mobil Corp

Energy
120K
New
$105.44 - $118.93 $12.7M - $14.3M
120K $14.3M
GOLD
Barrick Gold Corp

Basic Materials
704K
New
$15.45 - $19.56 $10.9M - $13.8M
704K $13.7M
MRK
Merck & Co., Inc.

Healthcare
146K
New
$83.01 - $101.02 $12.1M - $14.7M
146K $13.1M
COP
Conocophillips

Energy
102K
New
$88.6 - $105.85 $9.06M - $10.8M
102K $10.7M
MDT
Medtronic PLC

Healthcare
99.6K
New
$79.84 - $94.5 $7.95M - $9.42M
99.6K $8.95M
JNJ
Johnson & Johnson

Healthcare
17.4K
+ 11.19%
$142.06 - $167.7 $2.47M - $2.91M
173K $28.6M
ABBV
Abb Vie Inc.

Healthcare
29.1K
New
$169.2 - $216.66 $4.92M - $6.3M
29.1K $6.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11.1K
New
$468.34 - $539.52 $5.22M - $6.01M
11.1K $5.22M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
124K
New
$39.65 - $43.35 $4.91M - $5.37M
124K $5.21M
NEM
Newmont Corp

Basic Materials
24.4K
+ 7.24%
$37.79 - $48.39 $922K - $1.18M
361K $17.5M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
232K
New
$20.1 - $20.8 $4.66M - $4.82M
232K $4.81M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
189K
New
$24.79 - $25.26 $4.68M - $4.77M
189K $4.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34.6K
New
$95.85 - $99.25 $3.32M - $3.44M
34.6K $3.42M
SCHO
Schwab Short Term Us Treasury

ETFs
129K
New
$24.1 - $24.34 $3.12M - $3.15M
129K $3.15M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
68.2K
New
$34.58 - $45.97 $2.36M - $3.14M
68.2K $3.14M
META
Meta Platforms, Inc.

Communication Services
5.83K
+ 15.05%
$576.36 - $736.67 $3.36M - $4.29M
44.5K $25.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
29.4K
New
$76.94 - $78.28 $2.26M - $2.3M
29.4K $2.3M
PID
Invesco Exchange Traded Fd Tr

ETFs
126K
New
N/A
126K $2.25M
VZ
Verizon Communications Inc

Communication Services
46.5K
New
$37.81 - $46.49 $1.76M - $2.16M
46.5K $2.11M
JPM
Jpmorgan Chase & CO

Financial Services
8.38K
New
$225.19 - $279.95 $1.89M - $2.35M
8.38K $2.06M
LBRDK
Liberty Broadband Corp

Communication Services
6.64K
+ 4.91%
$73.49 - $88.64 $488K - $589K
142K $12.1M
CVX
Chevron Corp

Energy
1.12K
+ 1.44%
$146.71 - $167.97 $165K - $188K
78.9K $13.2M
COST
Costco Wholesale Corp

Consumer Defensive
1.69K
New
$890.62 - $1076.86 $1.51M - $1.82M
1.69K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.86K
New
$507.05 - $563.67 $1.45M - $1.61M
2.86K $1.47M
PAAS
Pan American Silver Corp

Basic Materials
4.24K
+ 2.18%
$20.61 - $26.7 $87.4K - $113K
199K $5.13M
OXY
Occidental Petroleum Corp

Energy
23.9K
+ 28.41%
$45.45 - $52.7 $1.08M - $1.26M
108K $5.32M
MKL
Markel Corp

Financial Services
17
+ 0.25%
$1660.14 - $2059.83 $28.2K - $35K
6.83K $12.8M
MCD
Mcdonalds Corp

Consumer Cyclical
3.13K
New
$279.74 - $321.29 $876K - $1.01M
3.13K $978K
PFE
Pfizer Inc

Healthcare
58.1K
+ 13.19%
$25.01 - $27.13 $1.45M - $1.58M
499K $12.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.64K
New
$551.42 - $612.93 $902K - $1M
1.64K $914K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
27.1K
New
$32.41 - $44.87 $880K - $1.22M
27.1K $880K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4.1K
New
$211.47 - $267.17 $867K - $1.1M
4.1K $867K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.16K
New
$81.83 - $82.73 $750K - $758K
9.16K $757K
TSLA
Tesla, Inc.

Consumer Cyclical
2.75K
New
$222.15 - $428.22 $611K - $1.18M
2.75K $713K
WFC
Wells Fargo & Company

Financial Services
9.7K
New
$66.78 - $81.42 $648K - $790K
9.7K $696K
CHTR
Charter Communications, Inc.

Communication Services
1.84K
New
$334.89 - $384.77 $615K - $706K
1.84K $676K
MA
Mastercard Inc

Financial Services
1.23K
New
$504.67 - $576.31 $621K - $709K
1.23K $674K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.9K
New
$22.25 - $23.0 $643K - $665K
28.9K $664K
FNDE
Schwab Fundamental Emerging Mk

ETFs
12.9K
+ 11.12%
$28.11 - $32.0 $363K - $413K
129K $3.97M
Activity Summary
Buys All Purchases 441 New Holdings 415 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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