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.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| OKE | ONEOK, Inc. | 77 | +5% | ↑34% | EARLY |
| SU | Suncor Energy Inc. | 77 | +14% | ↑34% | EARLY |
| FTI | TechnipFMC plc | 77 | +20% | ↑34% | EARLY |
| ET | Energy Transfer LP | 77 | +7% | ↑34% | EARLY |
| SHEL | Shell plc | 77 | -7% | ↑34% | REDUCE |
| VLO | Valero Energy Corporation | 77 | +17% | ↑34% | EARLY |
| APA | APA Corporation | 77 | -8% | ↑34% | REDUCE |
Berkshire raises Oxy stake above 29%
Stratos DAC plant commissioning delayed to late 2026
Estimates · Yahoo Finance · Not audited figures