"OXY turned from a laggard to a winner as oil prices surged—his OXY position was down for a while but the stock’s recent run helped him get back into the black."
@ ~$27.91
"My Investment Portfolio Update 2026"
Latest analyst takes
"OXY turned from a laggard to a winner as oil prices surged—his OXY position was down for a while but the stock’s recent run helped him get back into the black."
"Occidental (OXY) is a cyclical energy beneficiary of a Strait blockade and I view it as a tactical buy to ride a multi-week to multi-month commodity-driven rebound."
"I'm constructive on Occidental given Buffett's large stake and the stock's strong post-news run (roughly $42→$60 in the cited period), viewing it as a domestic oil play less exposed to Mideast logistics and positioned to benefit from higher oil prices."