Cheviot Value Management’s Blackstone BX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.3K	Hold	300	–	–	﹤0.01%	226
2026 Q1	$34.5K	Hold	300	–	–	﹤0.01%	218
2025 Q4	$44K	Hold	300	–	–	﹤0.01%	205
2025 Q3	$45.5K	Hold	300	–	–	﹤0.01%	218
2025 Q2	$50.7K	Sell	300 -21	-7%	-$2.88K	0.01%	188
2025 Q1	$43.7K	Buy	+321	New	+$52.1K	0.01%	188

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Cheviot Value Management held its Blackstone (BX) position steady in Q2 2026 at 300 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Cheviot Value Management first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.7K in Q2 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Cheviot Value Management held 300 shares of Blackstone worth $35.3K as of Q2 2026.
Cheviot Value Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #226 holding.
Cheviot Value Management first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Blackstone position peaked at $50.7K in Q2 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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