Position in CVS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,303,209
+$1,261,130 QoQ
Shares Held
41,597
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#543
of 2,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Cheviot Value Management, LLC holds $4,671,457 across 2 Healthcare Plans names. CVS ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
41,597 | $4,303,209 | |
| 2 | UNH |
Unitedhealth Group Inc
|
886 | $368,248 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,303,209 | 41,597 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,042,079 | 42,357 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,404,226 | 42,896 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,371,666 | 44,723 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,182,392 | 46,135 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,340,549 | 49,307 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,340,385 | 52,136 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,688,855 | 58,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,746,471 | 63,435 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,863,286 | 60,974 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,012,617 | 63,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,476,579 | 64,116 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,423,006 | 63,981 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $4,302,846 | 57,904 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,202,238 | 55,824 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,388,309 | 56,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,259,566 | 56,762 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,820,991 | 57,514 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $5,948,824 | 57,666 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,031,264 | 59,289 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,865,636 | 58,313 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,394,485 | 58,414 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,907,374 | 57,209 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,618,556 | 27,715 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,804,671 | 27,777 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,871,980 | 31,552 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||