Joel Greenblatt's CVX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 160.3K shares of Chevron Corporation (CVX) worth $24.9 M, representing 0.11% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in CVX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 172.2K shares. Largest reduction occurred in Q2 2020, reducing 269.8K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Chevron Corporation (CVX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Chevron Corporation (CVX) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +177,613 | New Buy | 177,613 | $117.70 |
| Q1 2017 | -165,682 | Reduce 93.28% | 11,931 | $107.37 |
| Q2 2017 | +9,119 | Add 76.43% | 21,050 | $104.32 |
| Q3 2017 | +50,826 | Add 241.45% | 71,876 | $117.49 |
| Q4 2017 | -65,234 | Reduce 90.76% | 6,642 | $125.26 |
| Q1 2018 | +15,156 | Add 228.18% | 21,798 | $114.05 |
| Q2 2018 | +95,935 | Add 440.11% | 117,733 | $126.43 |
| Q3 2018 | +172,161 | Add 146.23% | 289,894 | $122.28 |
| Q4 2018 | -46,144 | Reduce 15.92% | 243,750 | $108.79 |
| Q1 2019 | +56,190 | Add 23.05% | 299,940 | $123.18 |
| Q2 2019 | +92,010 | Add 30.68% | 391,950 | $124.44 |
| Q3 2019 | +5,218 | Add 1.33% | 397,168 | $118.60 |
| Q4 2019 | +27,108 | Add 6.83% | 424,276 | $120.51 |
| Q1 2020 | +160,626 | Add 37.86% | 584,902 | $72.46 |
| Q2 2020 | -269,822 | Reduce 46.13% | 315,080 | $89.23 |
| Q3 2020 | -52,764 | Reduce 16.75% | 262,316 | $72.00 |
| Q4 2020 | -116,890 | Reduce 44.56% | 145,426 | $84.45 |
| Q1 2021 | -138,056 | Reduce 94.93% | 7,370 | $104.75 |
| Q2 2021 | +632 | Add 8.58% | 8,002 | $104.72 |
| Q3 2021 | +7,961 | Add 99.49% | 15,963 | $101.42 |
| Q4 2021 | +22,974 | Add 143.92% | 38,937 | $117.34 |
| Q1 2022 | +29,458 | Add 75.66% | 68,395 | $162.83 |
| Q2 2022 | +16,898 | Add 24.71% | 85,293 | $144.78 |
| Q3 2022 | +11,773 | Add 13.80% | 97,066 | $143.67 |
| Q4 2022 | -20,391 | Reduce 21.01% | 76,675 | $179.49 |
| Q1 2023 | +5,544 | Add 7.23% | 82,219 | $163.16 |
| Q2 2023 | +10,826 | Add 13.17% | 93,045 | $157.35 |
| Q3 2023 | -31,584 | Reduce 33.94% | 61,461 | $168.62 |
| Q4 2023 | -43,631 | Reduce 70.99% | 17,830 | $149.16 |
| Q1 2024 | -1,424 | Reduce 7.99% | 16,406 | $157.74 |
| Q2 2024 | +48,016 | Add 292.67% | 64,422 | $156.42 |
| Q3 2024 | +38,833 | Add 60.28% | 103,255 | $147.27 |
| Q4 2024 | +92,679 | Add 89.76% | 195,934 | $144.84 |
| Q1 2025 | -70,305 | Reduce 35.88% | 125,629 | $167.29 |
| Q2 2025 | +9,173 | Add 7.30% | 134,802 | $143.19 |
| Q3 2025 | +25,522 | Add 18.93% | 160,324 | $155.29 |
Joel Greenblatt's Chevron Corporation Investment FAQs
Joel Greenblatt first purchased Chevron Corporation (CVX) in Q4 2016, acquiring 177,613 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Chevron Corporation (CVX) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Chevron Corporation (CVX) was in Q4 2016, adding 177,613 shares worth $20.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 160,324 shares of Chevron Corporation (CVX), valued at approximately $24.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Chevron Corporation (CVX) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Chevron Corporation (CVX) was 584,902 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.