Cheviot Value Management’s Alerian MLP ETF AMLP Stock Holding History

Cheviot Value Management’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.92K	Hold	172	–	–	﹤0.01%	309
2026 Q1	$9.05K	Hold	172	–	–	﹤0.01%	288
2025 Q4	$8.61K	Hold	172	–	–	﹤0.01%	292
2025 Q3	$8.07K	Hold	172	–	–	﹤0.01%	312
2025 Q2	$8.44K	Hold	172	–	–	﹤0.01%	294
2025 Q1	$8.17K	Buy	+172	New	+$8.83K	﹤0.01%	293

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cheviot Value Management's AMLP Position: Q2 2026 in Review

Cheviot Value Management held its Alerian MLP ETF (AMLP) position steady in Q2 2026 at 172 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Cheviot Value Management first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.05K in Q1 2026. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Cheviot Value Management held 172 shares of Alerian MLP ETF worth $8.92K as of Q2 2026.
Cheviot Value Management left its Alerian MLP ETF share count unchanged in Q2 2026.
Alerian MLP ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #309 holding.
Cheviot Value Management first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Alerian MLP ETF position peaked at $9.05K in Q1 2026.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.