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Cheviot Value Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Cheviot Value Management’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.81K Sell
74
-1
-1% -$83 ﹤0.01% 331
2026
Q1 		$5.59K Hold
75
– – ﹤0.01% 315
2025
Q4 		$5.62K Hold
75
– – ﹤0.01% 312
2025
Q3 		$4.53K Buy
+75
New +$3.45K ﹤0.01% 346

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Cheviot Value Management reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 1.3% in Q2 2026, selling an estimated $83 and leaving 74 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Cheviot Value Management first reported a position in LIT in Q3 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

  • Cheviot Value Management held 74 shares of Global X Lithium & Battery Tech ETF worth $5.81K as of Q2 2026.
  • Cheviot Value Management sold 1 Global X Lithium & Battery Tech ETF share in Q2 2026, an estimated $83.
  • Global X Lithium & Battery Tech ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #331 holding.
  • Cheviot Value Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

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