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kokkit

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- kokkitkokkit
  ·2022-08-21
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  @kokkit：
  $雪佛龍(CVX)$[開心]
  $雪佛龍(CVX)$[開心]
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- kokkitkokkit
  ·2022-08-16
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  In the second quarter, Berkshire Hathaway significantly increased its holdings in Occidental Petroleum, increased its holdings in Apple, and sold off its stake in Verizon.
  二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源
  In the second quarter, Berkshire Hathaway significantly increased its holdings in Occidental Petroleum, increased its holdings in Apple, and sold off its stake in Verizon.
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- kokkitkokkit
  ·2022-07-22
  $Lumen Technologies(LUMN)$good
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href=\"https://ttm.financial/S/CVX\">$雪佛龍(CVX)$</a>[開心]&nbsp;","listText":"<a href=\"https://ttm.financial/S/CVX\">$雪佛龍(CVX)$</a>[開心]&nbsp;","text":"$雪佛龍(CVX)$[開心]","images":[{"img":"https://community-static.tradeup.com/news/c0266e2ad220f38ea62fd4abc4378668","width":"1284","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074720650","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993017722,"gmtCreate":1660607202668,"gmtModify":1676536362515,"author":{"id":"3556661231081382","authorId":"3556661231081382","name":"kokkit","avatar":"https://static.tigerbbs.com/f74a13f81b3c51fc10877274f3fab5fd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556661231081382","idStr":"3556661231081382"},"themes":[],"title":"","htmlText":"👀","listText":"👀","text":"👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993017722","repostId":"1143140803","repostType":4,"repost":{"id":"1143140803","kind":"news","pubTimestamp":1660605130,"share":"https://ttm.financial/m/news/1143140803?lang=en_US&edition=fundamental","pubTime":"2022-08-16 07:12","market":"hk","language":"zh","title":"In the second quarter, Berkshire Hathaway significantly increased its holdings in Occidental Petroleum, increased its holdings in Apple, and sold off its stake in Verizon.","url":"https://stock-news.laohu8.com/highlight/detail?id=1143140803","media":"华尔街见闻","summary":"二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源","content":"<p><html><head></head><body>Second quarter<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Massive purchase of 3.9 million shares<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock, with a holding value of $125 billion, represents approximately 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares were increased in the second quarter.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>and 2.3 million shares<a href=\"https://laohu8.com/S/CVX\">Chevron</a>This highlights Buffett's bets on the energy sector and his view that energy prices will remain high for some time. On Monday, August 15, Eastern Time, the 13Fs for the second quarter ending March 30, 2022, were released one after another. As an important document for equity institutions managing at least $100 million in assets to disclose to the U.S. Securities and Exchange Commission (SEC) the whereabouts of their equity holdings and funds, investors usually use the 13Fs as their \"investment bellwether\".</p><p>The report shows that Berkshire Hathaway's holdings reached $300.013 billion in the second quarter, a 17.47% decrease from $363.554 billion in the previous quarter, with the concentration of its top ten holdings at 87.51%. This quarter, we increased our holdings in 9 targets, reduced our holdings in 4 targets, and liquidated our holdings in 2 targets.</p><p>Overall, during the stock market turmoil in the second quarter, Berkshire Hathaway's holdings changed relatively easily, with a total of $6.2 billion worth of stock purchased and $2.3 billion sold, resulting in a net purchase of only $3.8 billion. Compared to the previous quarter, Berkshire Hathaway bought $51.1 billion worth of stock while selling $9.7 billion worth of stock, resulting in a net purchase of $41 billion.</p><p><b>Specifically, let's look at Berkshire's shareholding increase in the second quarter.</b>Increase holdings in Apple and Occidental Petroleum.<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>Chevron, Ally Financial, Paramount Global-B, McCarson, North America's largest pharmaceutical wholesaler, chemical giant Celanese Corp, and insurance company Markel total nine stocks.</p><p>It is worth noting that in the second quarter, Berkshire Hathaway made a large purchase of 3.9 million Apple shares, with a holding value of $125 billion, accounting for about 40% of Berkshire's stock portfolio. In addition, Buffett's increased holdings of Occidental Petroleum by 22 million shares and Chevron by 2.3 million shares in the second quarter highlight his bets on the energy sector and his view that energy prices will remain high for some time.</p><p>Energy stocks have consistently been the best-performing stocks in the market this year. Occidental Petroleum is up more than 110% this year, while the S&P 500 is down 9.8%. As of last Friday, U.S. crude oil prices had risen 19% this year, but were down 28% from their March high.</p><p><b>Let's look at the share reduction aspect.</b>In the second quarter, holdings were reduced, including<a href=\"https://laohu8.com/S/GM\">general motors</a>The world's third largest retailer<a href=\"https://laohu8.com/S/KR\">Kroger</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>There are a total of 4 stocks, including the real estate investment trust STOR. In addition, communications operator Verizon and pharmaceutical franchise investor Royalty Pharma were liquidated. Last quarter, Berkshire Hathaway held 1.38 million shares of Verizon.</p><p><b>Let's look at the top holdings.</b>The major holdings did not change significantly in the second quarter. After increasing its holdings by 3.9 million shares this quarter, Apple remained Berkshire Hathaway's largest holding. In addition, Bank of America,<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Chevron,<a href=\"https://laohu8.com/S/AXP\">American Express</a>It's still on the list.</p><p>An earlier article on Wall Street Insights mentioned that Buffett has been buying heavily on Occidental Petroleum recently, and Berkshire Hathaway reported last week that its stake in the energy company had climbed to 188 million shares, more than 20% of its outstanding shares. A 20% stake would allow Berkshire to report its earnings in Occidental Petroleum proportionally to its operating results through so-called equity accounting, potentially generating billions of dollars in profits for Berkshire.</p><p>Western oil has proven to be of considerable value to Buffett. In August, Occidental Petroleum released its second-quarter earnings report, showing a net profit of $3.755 billion, a 36-fold surge year-over-year and 16% higher than analysts' expectations. At the end of the second quarter, Western Petroleum's cash flow from operating activities was $5.329 billion, a new quarterly high.</p><p>Earlier this month, Berkshire Hathaway released its Q2 2022 financial report, showing that its portfolio suffered a book loss of approximately $53 billion in the second-quarter U.S. stock market crash, resulting in a net profit attributable to shareholders of -$43.755 billion for the quarter. This figure was $28.094 billion in the same period last year.</p><p></body></html></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>In the second quarter, Berkshire Hathaway significantly increased its holdings in Occidental Petroleum, increased its holdings in Apple, and sold off its stake in Verizon.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIn the second quarter, Berkshire Hathaway significantly increased its holdings in Occidental Petroleum, increased its holdings in Apple, and sold off its stake in Verizon.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-08-16 07:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Second quarter<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Massive purchase of 3.9 million shares<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The stock, with a holding value of $125 billion, represents approximately 40% of Berkshire's stock portfolio. In addition, a total of 22 million shares were increased in the second quarter.<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>and 2.3 million shares<a href=\"https://laohu8.com/S/CVX\">Chevron</a>This highlights Buffett's bets on the energy sector and his view that energy prices will remain high for some time. On Monday, August 15, Eastern Time, the 13Fs for the second quarter ending March 30, 2022, were released one after another. As an important document for equity institutions managing at least $100 million in assets to disclose to the U.S. Securities and Exchange Commission (SEC) the whereabouts of their equity holdings and funds, investors usually use the 13Fs as their \"investment bellwether\".</p><p>The report shows that Berkshire Hathaway's holdings reached $300.013 billion in the second quarter, a 17.47% decrease from $363.554 billion in the previous quarter, with the concentration of its top ten holdings at 87.51%. This quarter, we increased our holdings in 9 targets, reduced our holdings in 4 targets, and liquidated our holdings in 2 targets.</p><p>Overall, during the stock market turmoil in the second quarter, Berkshire Hathaway's holdings changed relatively easily, with a total of $6.2 billion worth of stock purchased and $2.3 billion sold, resulting in a net purchase of only $3.8 billion. Compared to the previous quarter, Berkshire Hathaway bought $51.1 billion worth of stock while selling $9.7 billion worth of stock, resulting in a net purchase of $41 billion.</p><p><b>Specifically, let's look at Berkshire's shareholding increase in the second quarter.</b>Increase holdings in Apple and Occidental Petroleum.<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>Chevron, Ally Financial, Paramount Global-B, McCarson, North America's largest pharmaceutical wholesaler, chemical giant Celanese Corp, and insurance company Markel total nine stocks.</p><p>It is worth noting that in the second quarter, Berkshire Hathaway made a large purchase of 3.9 million Apple shares, with a holding value of $125 billion, accounting for about 40% of Berkshire's stock portfolio. In addition, Buffett's increased holdings of Occidental Petroleum by 22 million shares and Chevron by 2.3 million shares in the second quarter highlight his bets on the energy sector and his view that energy prices will remain high for some time.</p><p>Energy stocks have consistently been the best-performing stocks in the market this year. Occidental Petroleum is up more than 110% this year, while the S&P 500 is down 9.8%. As of last Friday, U.S. crude oil prices had risen 19% this year, but were down 28% from their March high.</p><p><b>Let's look at the share reduction aspect.</b>In the second quarter, holdings were reduced, including<a href=\"https://laohu8.com/S/GM\">general motors</a>The world's third largest retailer<a href=\"https://laohu8.com/S/KR\">Kroger</a>、<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>There are a total of 4 stocks, including the real estate investment trust STOR. In addition, communications operator Verizon and pharmaceutical franchise investor Royalty Pharma were liquidated. Last quarter, Berkshire Hathaway held 1.38 million shares of Verizon.</p><p><b>Let's look at the top holdings.</b>The major holdings did not change significantly in the second quarter. After increasing its holdings by 3.9 million shares this quarter, Apple remained Berkshire Hathaway's largest holding. In addition, Bank of America,<a href=\"https://laohu8.com/S/KO\">Coca-Cola</a>Chevron,<a href=\"https://laohu8.com/S/AXP\">American Express</a>It's still on the list.</p><p>An earlier article on Wall Street Insights mentioned that Buffett has been buying heavily on Occidental Petroleum recently, and Berkshire Hathaway reported last week that its stake in the energy company had climbed to 188 million shares, more than 20% of its outstanding shares. A 20% stake would allow Berkshire to report its earnings in Occidental Petroleum proportionally to its operating results through so-called equity accounting, potentially generating billions of dollars in profits for Berkshire.</p><p>Western oil has proven to be of considerable value to Buffett. In August, Occidental Petroleum released its second-quarter earnings report, showing a net profit of $3.755 billion, a 36-fold surge year-over-year and 16% higher than analysts' expectations. At the end of the second quarter, Western Petroleum's cash flow from operating activities was $5.329 billion, a new quarterly high.</p><p>Earlier this month, Berkshire Hathaway released its Q2 2022 financial report, showing that its portfolio suffered a book loss of approximately $53 billion in the second-quarter U.S. stock market crash, resulting in a net profit attributable to shareholders of -$43.755 billion for the quarter. This figure was $28.094 billion in the same period last year.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3667761\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4201":"综合性石油与天然气企业","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4527":"明星科技股","AAPL":"苹果","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","BK4576":"AR","BK4176":"多领域控股","BK4575":"芯片概念","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4559":"巴菲特持仓","OXY":"西方石油","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4573":"虚拟现实"},"source_url":"https://wallstreetcn.com/articles/3667761","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1143140803","content_text":"二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源价格将在一段时间内保持高位的观点。美东时间8月15日周一，截止2022年3月30日的第二季度的13F陆续出炉，作为由管理着至少1亿美元的股权资产机构向美国证券交易委员会SEC披露其机构持有的股权及资金去向的重要文件，投资者通常把13F作为自己的“投资风向标”。报告显示，巴菲特旗下伯克希尔哈撒韦二季度持仓规模达3000.13亿美元，较上季度3635.54亿美元的规模减少17.47%，十大重仓股集中度为87.51%。本季度总共增持9个标的、减持4个标的，清仓2个标的。整体来看，在二季度股票市场动荡期间，伯克希尔的持仓变动相对缓和，二季度总共买入价值62亿美元的股票，并卖出23亿美元的股票，净买入仅38亿美元。相较上一季度，伯克希尔买入511亿美元股票，同时卖出97亿美元股票，净买入达410亿。具体来看伯克希尔二季度增持情况，增持苹果、西方石油、动视暴雪、雪佛龙、Ally金融、派拉蒙环球-B、北美第一大药物批发商麦卡逊和化工巨头Celanese Corp和保险公司Markel共计9只股票。其中值得注意的是，二季度伯克希尔大举买入390万股苹果股票，其持股价值为1250亿美元，约占伯克希尔股票投资组合的40%。此外，二季度共计增持2200万股西方石油和230万股雪佛龙，凸显巴菲特对能源领域的押注和其对能源价格将在一段时间内保持高位的观点。今年以来，能源股一直是市场上表现最好的股票。西方石油公司今年的涨幅超过110%，而标准普尔500指数下跌9.8%。截至上周五，美国原油今年上涨了19%，但比3月份的高点下降了28%。再来看减持方面，二季度减持了包括通用汽车、世界第三大零售商克罗格、美国银行和房地产投资信托STOR共计4只股票。此外通讯运营商Verizon和药品特许投资商Royalty Pharma遭清仓。上个季度，伯克希尔持股Verizon138万股。再来看重仓股方面，二季度重仓股并未出现巨大变动，在本季度增持390万股之后苹果仍然是伯克希尔的最大持股公司；此外，美国银行、可口可乐、雪佛龙、美国运通等依旧在榜单上面。华尔街见闻稍早前文章提及，巴菲特近来一直在狂买西方石油，伯克希尔上周报告称，其在这家能源公司的股份已攀升至1.88亿股，超过了流通股的20%。而20%的持股份额可以使伯克希尔通过所谓的权益会计法，将其在西方石油公司的收益与经营业绩按比例进行报告，可能为伯克希尔带来数十亿美元的利润。事实证明，西方石油对巴菲特来说具有相当大的价值。8月，西方石油公布了第二季度业绩报告，公司季度净利润达到37.55亿美元，同比狂飙36倍，比分析师预期高出16%。二季度末，西方石油经营活动产生的现金流为53.29亿美元，创下季度新高。本月初伯克希尔公布的2022年第二季度财报显示，伯克希尔的投资组合在二季度美股暴跌中账面损失高达约530亿美元，导致其该季度归属于股东的净利润为-437.55亿美元。而去年同期这一数据为280.94亿美元。","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9,"OXY":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077872851,"gmtCreate":1658499036873,"gmtModify":1676536168275,"author":{"id":"3556661231081382","authorId":"3556661231081382","name":"kokkit","avatar":"https://static.tigerbbs.com/f74a13f81b3c51fc10877274f3fab5fd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556661231081382","idStr":"3556661231081382"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LUMN\">$Lumen Technologies(LUMN)$</a>good","listText":"<a href=\"https://ttm.financial/S/LUMN\">$Lumen Technologies(LUMN)$</a>good","text":"$Lumen Technologies(LUMN)$good","images":[{"img":"https://community-static.tradeup.com/news/4afbf2e0d14b1871d0bf836c748108ba","width":"1284","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9077872851","isVote":1,"tweetType":1,"viewCount":3156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}