巴菲特减持雪佛龙股票：投资者情绪转向

金十数据05-17

今年雪佛龙(CVX.N)股票表现不佳，涨幅仅为10%，而埃克森美孚石油(XOM.N)却上涨了20%。负面情绪正在酝酿，甚至包括最著名的投资者——沃伦·巴菲特。伯克希尔哈撒韦A(BRK.A.N)本周透露，在第一季度出售了一部分雪佛龙股票，同时也卖出了派拉蒙环球(PARA.O)和苹果(AAPL.O)的股票，并清空了惠普(HPQ.N)的所有股份。虽然伯克希尔仅减持了300万股，但其对雪佛龙的持股仍然有...

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href=https://xnews.jin10.com/webapp/details.html?id=139038&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年雪佛龙(CVX.N)股票表现不佳，涨幅仅为10%，而埃克森美孚石油(XOM.N)却上涨了20%。负面情绪正在酝酿，甚至包括最著名的投资者——沃伦·巴菲特。\n伯克希尔哈撒韦A(BRK.A.N)本周透露，在第一季度出售了一部分雪佛龙股票，同时也卖出了派拉蒙环球(PARA.O)和苹果(AAPL.O)的股票，并清空了惠普(HPQ.N)的所有股份。虽然伯克希尔仅减持了300万股，但其对雪佛龙的持股仍然有...</p>\n\n<a 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turns","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"CVX":1},"content_text":"今年雪佛龙(CVX.N)股票表现不佳，涨幅仅为10%，而埃克森美孚石油(XOM.N)却上涨了20%。负面情绪正在酝酿，甚至包括最著名的投资者——沃伦·巴菲特。\n伯克希尔哈撒韦A(BRK.A.N)本周透露，在第一季度出售了一部分雪佛龙股票，同时也卖出了派拉蒙环球(PARA.O)和苹果(AAPL.O)的股票，并清空了惠普(HPQ.N)的所有股份。虽然伯克希尔仅减持了300万股，但其对雪佛龙的持股仍然有1.23亿股，低于2022年约1.7亿股的峰值。然而，伯克希尔的减持恰逢其他投资者也在做空雪佛龙。事实上，数据公司Hazeltree的数据显示，雪佛龙在大型美国上市公司中被做空的排名最高，超过了排名第二的特斯拉(TSLA.O)。\n雪佛龙并不像一些规模较小且有争议的股票那样吸引做空者。截至4月底，雪佛龙流通股中有2.9%被做空，而游戏驿站(GME.N)这一比例为21%。尽管如此，这一比例仍高于其他石油和天然气公司如埃克森美孚和EOG能源(EOG.N)。雪佛龙拒绝对伯克希尔的持股变化和Hazeltree的报告发表评论。\n伯克希尔在雪佛龙股份上的表现非常出色。它在2020年第四季度首次购买雪佛龙股票，当时股价在70到90美元之间，因新冠疫情导致的油需求低迷。如今，雪佛龙的股价约为160美元，自2021年初以来上涨了91%，而标普500指数同期上涨了42%。\n但今年雪佛龙股票表现落后于一些竞争对手，涨幅仅为10%，而埃克森美孚上涨了20%。雪佛龙的运营表现相对较好，最新季度超出盈利预期，并克服了去年的一些生产问题——公司在某些钻井地点的生产力低于分析师预期。\n雪佛龙现在面临的最大挑战是收购问题。雪佛龙在去年10月同意以530亿美元收购赫斯，扩大其在美国的业务，并获得圭亚那一个大型海上项目的股份。埃克森美孚主导该项目，并声称对赫斯的股份有优先购买权。埃克森美孚目前正在巴黎国际商会对雪佛龙的交易提出异议。这场争端可能需要几个月才能解决，使雪佛龙股东面临重大不确定性。\n雪佛龙在一份声明中表示，对赫斯交易的完成充满信心。雪佛龙发言人罗斯·艾伦说：“雪佛龙期待获得成功的股东投票并完成赫斯交易。公司与许多支持该交易的股东进行了积极对话，并预计将在年中完成FTC的审查过程。”","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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