Occidental Petroleum Corp. NYSE: OXY is down 13.4% in 2024 and over 20% in the last 12 months. However, that hasn’t seemed to bother Warren Buffett one bit. His Berkshire Hathaway Inc. NYSE: BRK.B portfolio has continued to buy OXY stock. As of this writing, Berkshire owns approximately 29% of Occidental, with regulatory approval to buy up to 50%.  Conversely, in the last quarter, Berkshire Hathaway sold 4.3 million shares of Chevron Corp. NYSE: CVX. However, since the fourth quarter of 2022, Buffett has so ...

In the latest market close, Chevron (CVX) reached $148.73, with a +0.68% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.47%. At the same time, the Dow added 0.79%, and the tech-heavy Nasdaq gained 0.28%.The oil company's shares have seen an increase of 3.01% over the last month, surpassing the Oils-Energy sector's loss of 6.86% and falling behind the S&P 500's gain of 3.48%.Investors will be eagerly watching for the performance of Chevron in its upc ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Chevron (CVX) .Chevron currently has an average brokerage recommendation ( ...

Don't overlook the value of getting paid well through the highly volatile energy cycle. Especially when the stock has an above-average yield.Stocks in the energy sector tend to be volatile, largely because oil prices often swing dramatically and quickly. That's just par for the course if you want to invest in oil and natural gas stocks. That said, there's a way to position yourself to survive the frequent ups and downs in relative stride.One way is to invest in an energy stock that has a generous yield, a s ...

文章核心观点 - 能源行业波动性大,油价和天然气价格的剧烈波动会影响公司的营收和利润 [1][2] - 整合型能源公司能够更好地应对行业周期性波动 [3] - 雪佛龙和Occidental Petroleum虽然都是整合型能源公司,但在规模、财务状况和股息支付方面存在较大差异 [4][5][6] - 对于普通投资者而言,雪佛龙作为大型、财务稳健且有长期增加股息记录的公司更值得长期持有 [5][6][7] 行业概况 - 能源行业波动性大,油价和天然气价格的剧烈波动会影响公司的营收和利润 [1][2] - 整合型能源公司能够更好地应对行业周期性波动 [3] 公司比较 - 雪佛龙是一家市值约2700亿美元的行业巨头,而Occidental Petroleum市值只有约500亿美元 [4] - Occidental Petroleum在收购Anadarko后债务负担过重,不得不削减股息,而雪佛龙则连续37年增加股息 [5][6] - 雪佛龙的股息收益率为4.4%,高于Occidental Petroleum的1.6%和能源股平均水平的3.3% [5] - 雪佛龙的财务状况更加稳健,负债率较低,更适合保守型收益投资者 [6]

文章核心观点 - 佩米安盆地是美国石油和天然气行业的关键增长驱动力 [1][2] - 佩米安盆地的产量增长和未来潜力是无与伦比的 [2] - 佩米安盆地的产量增长和效率提升将有助于稳定全球油价 [2][3] - 佩米安盆地将占据美国近一半的原油供应,在能源市场中的地位愈加重要 [2] 行业总结 - 佩米安盆地的产量增长主要来自钻井效率的提升和基础设施的完善 [3] - 佩米安盆地的地理位置优势,靠近墨西哥湾沿岸的炼油厂和出口码头,进一步增强了其吸引力 [3] - 佩米安盆地未来几年有望保持持续增长 [3] 公司总结 - EOG Resources 在佩米安盆地北部德拉瓦州地区拥有大量油气资产,在成本控制和技术创新方面表现出色 [4] - 埃克森美孚大幅扩大了在佩米安盆地的业务,并以590亿美元收购了先锋天然资源公司 [5] - 戴蒙德后背能源主要在佩米安盆地的沃尔夫坎普、斯普拉贝里和骨泉地层开展业务,通过优质资产、创新技术和并购实现了运营效率和规模经济 [5] - 雪佛龙在佩米安盆地的资产规模不断扩大,预计2024年第四季度在该地区的日产量将达到94万桶 [6]

文章核心观点 - 雪佛龙公司正在与东京瓦斯公司就出售其位于德克萨斯州东部的天然气资产进行谈判,交易价值可能高达10亿美元 [1] - 这笔交易聚焦于雪佛龙在海耶斯维尔页岩气田的资产 [1] - 东京瓦斯公司旨在提高其获取美国燃料储备的能力,这对于依赖进口化石燃料的日本能源供给至关重要 [1] 公司相关 - 这笔交易符合雪佛龙的资产剥离策略,该公司计划在2028年前出售10亿至150亿美元的非核心资产 [2] - 雪佛龙正在进行530亿美元收购赫斯公司(HES)的交易 [2] - 雪佛龙在3月向美国证券交易委员会披露,正在评估其海耶斯维尔资产的战略选择,这些资产包括72,000英亩主要未开发的土地 [2] - 此前雪佛龙曾同意以65亿美元的价格将其阿尔伯塔省的部分资产出售给加拿大自然资源公司(CNQ) [2] 行业相关 - 东京瓦斯公司正在通过收购Rockcliff Energy公司(27亿美元)来扩大在海耶斯维尔盆地的业务 [1] - 东京瓦斯公司目前在该地区是一家主要生产商,每天生产约13亿立方英尺的天然气 [1]

Since the onset of the COVID-19 pandemic, oil prices have experienced dramatic fluctuations, underscoring the inherent volatility of the energy sector. However, certain key factors contribute to the relatively lower volatility of dividend-yielding stocks within this space. This dynamic positions companies such as Chevron Corporation (CVX) , Phillips 66 (PSX) and Exxon Mobil Corporation (XOM) for potential growth, prompting investors to monitor these stocks as they seek stability amid market uncertainty.Turb ...

Canadian Natural Resources Limited (CNQ, Financial) has announced its agreement to acquire Chevron Canada's 20% stake in the Athabasca Oil Sands Project situated in Alberta, raising its ownership to 90%. This acquisition based on Oil sand mines and a carbon capture facility, will add 62,500 barrels per day of Synthetic Crude Oil to CNQ's production. The Athabasca Oil Sands Project includes 20% of the Muskeg River and Jackpine mines, as well as the Scotford upgrader and the Quest carbon capture and storage p ...

Chevron (CVX, Financial) is selling its stakes in two Canadian shale assets to Canadian Natural Resources (CNQ, Financial) for $6.5 billion in cash. The deal includes a 20% interest in the Athabasca Oil Sands project and a 70% interest in the Duvernay Shale, which together produced 84,000 barrels of oil equivalent per day in 2023.Key points:CNQ's stock is rising due to the acquisition and strong crude prices. The company also increased its quarterly dividend by 7%, expecting the new assets to boost producti ...