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| Happy Holidays!! thanks for using AUM13F!! |
| Cheviot Value Management LLC
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| CRD # | 166291 |
| SEC # | 801-77652 |
| CIK # | 0001427147 |
| AUM | $963.3 M (2025-05-21) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 310-451-8600 |
| Address | 433 North Camden Drive Beverly Hills, CA 90210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001427147 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Agnico Eagle Mines Ltd | 64.9 | ||
| Alphabet Inc | 40.8 | ||
| Facebook Inc | 34.0 | ||
| Microsoft Corp | 30.5 | ||
| Johnson & Johnson | 29.9 | ||
| Newmont Mining Corp /DE/ | 24.2 | ||
| VISA Inc | 23.9 | ||
| Unilever PLC | 23.3 | ||
| Sprott Physical Gold & Silver Trust | 23.0 | ||
| Comcast Corp | 15.4 | ||
| Amazon Com Inc | 15.3 | ||
| Barrick Gold Corp | 13.3 | ||
| Exxon Mobil Corp | 13.1 | ||
| Markel Corp | 13.0 | ||
| Merck & Co Inc | 12.8 | ||
| Chevron Corp | 12.5 | ||
| Pfizer Inc | 12.2 | ||
| Conocophillips | 10.5 | ||
| Medtronic Holdings Ltd | 9.2 | ||
| Apple Inc | 8.4 | ||
| Liberty Broadband Corp | 7.9 | ||
| Pan American Silver Corp | 6.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 260.8 |
| (b) Individuals (high net worth individuals) | 216 | 671.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 10.0 |
| (h) Charitable organizations | 0 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,216 | 963.3 |
| By Discretionary | ||
| Discretionary | 1,216 | 963.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,216 | 963.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 963.3 | |
| Total | 1,216 | 963.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001427147] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Enclave Advisors LLC
✚
|
TX | 1.0 |
|
GR Financial Group LLC
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AZ | 1.0 |
|
Schaefer Financial Management Inc
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CO | 1.0 |
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The Gleason Group Inc
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KY | 1.0 |
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Laurel Wealth Advisors LLC
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NC | 1.0 |
|
Geometric Wealth Advisors LLC
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|
1.0 | |
|
Stepp & Rothwell Inc
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|
KS | 1.0 |
|
Allegiant Wealth Advisors LLC
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|
OK | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
FSM Wealth Advisors LLC
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|
OH | 0.9 |