Oxy's Permian and DJ Basin acreage is high-quality and CrownRock acquisition is now integrated. Direct air capture business remains a 2030+ option, not a near-term value driver. Buffett's continued accumulation supports floor. However leverage post-CrownRock limits buyback flexibility until oil prices cooperate.
Thesis reviewed May 29, 2026
Occidental Petroleum Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail ββ‘Energy62REDUCE| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 63 | +6% | β89% | WATCH |
| ET | Energy Transfer LP | 63 | +7% | β89% | WATCH |
| WDS | Woodside Energy Group Ltd | 60 | +10% | β89% | EARLY |
| SU | Suncor Energy Inc. | 60 | +14% | β89% | EARLY |
| CVE | Cenovus Energy Inc. | 60 | +17% | β89% | EARLY |
| SNP | China Petroleum & Chemical Corporation (Sinopec) | 60 | +8% | β89% | NEUTRAL |
| PTR | PetroChina Company Limited | 60 | +8% | β89% | NEUTRAL |
Investors who hold OXY may also have indirect exposure through these country funds.
Berkshire raises Oxy stake above 29%
Stratos DAC plant commissioning delayed to late 2026
Estimates Β· Yahoo Finance Β· Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] PROXY POWER AND PROPOSAL ABUSE: REFORMING RULE 14A-8 TO PROTECT SHAREHOLDER VALUE ======================================================================= HEARING BEFORE THE COMMITTEE ON FINANCIAL SERVICES U.S. HOUSE OF REPRESENTATIVES Oβ¦
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] ______ THE PROXY ADVISOR DUOPOLY'S ANTICOMPETITIVE CONDUCT ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON THE ADMINISTRATIVE STATE, REGULATORY REFORM, AND ANTITRUST COMMITTEE ON THE JUDICIARY β¦
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Feb 10, 26 | +3.4% |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Nov 20, 24 | +13.3% |
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Oct 25, 24 | +15.0% |
| Thomas R Carper | Buy | $1kβ$15k | May 9, 24 | -2.8% |