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15.11.25 - 02:33
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Berkshire Builds $4.9 Billion Stake In Alphabet; Adds To Chevron; Sells More Apple And Bank of America (ZeroHedge)
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Berkshire Builds $4.9 Billion Stake In Alphabet; Adds To Chevron; Sells More Apple And Bank of America
With less than two months left until the Berkshire Hathway becomes just another company after the 95-year-old Warren Buffett exits as CEO at the end of the year, there is still some (waning) interest in what this massive long only fund with a record $382 billion in cash, is buying and selling, or as we recently discussed, mostly selling. Which is why today's 13F deadline is usually a reason for the Berkshire faithful to promptly check out the company's latest stock holdings on Edgar.com.
What it showed was a total of $267.3 billion in long-only positions, an increase of $10 billion from the previous quarter, with, a handful of notable changes.
Most notable was that in Q3, Berkshire acquired 17.9 million shares of Google parent Alphabet, the first time it has accumulated a position in the search engine, while further trimming its holdings in Bank of America by 7% to 568 million shares,...
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13.11.25 - 18:24
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WTI Holds Gains Despite Big Crude Build, New Record US Crude Production (ZeroHedge)
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WTI Holds Gains Despite Big Crude Build, New Record US Crude Production
Oil prices are bouncing modestly off of yesterday's ugly drop driven by OPEC+'s outlook for a sizable surplus (glut) ahead. The IEA also flagged a deteriorating outlook for a sixth consecutive month, saying in a report on Thursday that supply will exceed demand by just over four million barrels a day next year.
“There's a lot of oil supply that's coming back from the OPEC+ countries,” Chevron Corp. Chief Executive Officer Mike Wirth told Bloomberg Television.
“There's a period of time when it would appear we're going to see more supply coming into the market than demand will be able to absorb.”
At the same time, Bloomberg reports that the Trump administration has moved to raise the pressure on Russia to end the war in Ukraine, including sanctions on Rosneft PJSC and Lukoil PJSC. An oil trading firm that's a unit of Russian oil giant Lukoil is starting to terminate jobs with days to go until sanctions full...
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13.11.25 - 17:01
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Chevron: Warum die Aktie trotz 2030-Sorgen ein Dividenden-Powerhouse bleibt (Aktiencheck)
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Minneapolis (www.aktiencheck.de) - Chevron-Aktienanalyse von Piper Sandler:
Piper Sandler habe das Kursziel für die Aktie von Chevron Corp. (ISIN: US1667641005, WKN: 852552, Ticker-Symbol: CHV, NYSE-Symbol: CVX) von 169 auf 168 USD leicht gesenkt und das "overweight"-Rating beibehalten. Das Analysehaus betone, dass Unternehmens-Analystentage selten die Erwartungen fundamental verändern würden. [mehr]...
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13.11.25 - 16:24
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Warren Buffett Has Been a Net Seller for 3 Years, but He’s Buying These 3 Stocks (24/7 Wall St.)
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Warren Buffett has taken a highly conservative approach to the stock market in recent years. However, he has bought Chevron (NYSE:CVX), UnitedHealth Group (NYSE:UNH) and Pool Corp (NASDAQ:POOL) in the most recent quarter. He has been selling stocks for three straight years in a row, or 12 consecutive quarters. This does not mean that he's selling ... Warren Buffett Has Been a Net Seller for 3 Years, but He's Buying These 3 Stocks
The post Warren Buffett Has Been a Net Seller for 3 Years, but He's Buying These 3 Stocks appeared first on 24/7 Wall St.....
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13.11.25 - 01:24
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Dow Average Hits All-Time Highs Before House Vote | The Close 11/12/2025 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Goldman Sachs Asset Management's Luke Barrs, On Holding's Martin Hoffmann, BTIG's Janine Stichter, Raymond James' Paul Shoukry, Franklin Templeton's Dina Ting, 248 Ventures' Lindsey Bell, IBM's Phil Gilbert, Chevron's Mike Wirth, Brookings Institution's Wendy Edelberg. (Source: Bloomberg)...
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13.11.25 - 00:01
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Pressure Will Stay On Oil Prices, Chevron CEO Says (Bloomberg)
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Chevron Chairman and CEO Mike Wirth talks about the outlook for oil prices, a new model for powering AI and how the Trump administration has opened doors for new deals. Wirth says increased oil supply will keep the pressure on crude prices. "Oil prices in 2026 are likely to feel more pressure than LNG prices,” Wirth said on "Bloomberg The Close." (Source: Bloomberg)...
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