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巴菲特時隔半年再度出手!

週二的一份監管文件顯示,沃倫·巴菲特的伯克希爾哈撒韋(BRK.A.US,BRK.B.US)在時隔半年後重新買入西方石油(OXY.US)的股票,將其在該石油公司的持股比例增至約22.2%。文件顯示,伯克希爾在3月3日至3月7日期間斥資約3.55億美元買入了580萬股西方石油股票,爲去年9月底以來的首次買入。截至去年年底,該公司持有西方石油21.4%的股份。

去年8月,伯克希爾獲得了美國聯邦能源監管委員會的許可,可以購買西方石油至多50%的普通股。

伯克希爾目前持有約2.002億股西方石油股票,按週二收盤價60.85美元計算,價值122億美元。

這些股票將帶來約1.44億美元的年度股息,此前西方石油宣佈將股息增加38%。

伯克希爾還持有100億美元的西方石油優先股,每年可分紅8億美元,另外還有購買50億美元普通股的認股權證。

截至1月底,西方石油的流通股約爲9億股。

伯克希爾大約一年前開始大量購買西方石油股票。受益於俄烏衝突爆發後的油價上漲,西方石油的股價在2022年上漲了一倍多。

儘管去年第四季度利潤低於分析師預期,但西方石油表示,計劃今年增加資本支出,並可能回購至多30億美元的股票。

根據去年第四季度持倉報告,伯克希爾還投資蘋果(AAPL.US)、美國銀行(BAC.US)、雪佛龍(CVX.US)、可口可樂(KO.US)和美國運通(AXP.US)等個股。

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