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Top Five Guru-Owned Energy Companies

September 18, 2013 | About:
Monica Wolfe

Monica Wolfe

129 followers
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see energy companies which are held by the most gurus. The following five energy companies are held by the largest number of gurus.

Exxon Mobil Corporation (XOM)


There are nearly double the amount of gurus that hold on to a position in Exxon Mobil than in any other energy corporation. As of the second quarter there were 41 guru owners of Exxon Mobil and they held a combined weighting of 34.50%.

During the second quarter there were 13 different gurus making buys into Exxon along with 19 different gurus making sells of their stake in the company.

Top three guru shareholders of Exxon Mobil:

1. Bill Gates: 7,643,858 shares, representing 0.17% of the company’s shares outstanding and 3.9% of Gates’ total portfolio.

2. Brian Rogers: 5,814,200 shares, representing 0.13% of the company’s shares outstanding and 2.1% of his total portfolio.

3. Donald Yacktman: 5,596,426 shares, representing 0.13% of the company’s shares outstanding and 2.4% of his total portfolio.

Exxon Mobil’s main business is energy, involving exploration for, and production of, crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products.

Exxon Mobil’s historical revenue and net income:

1379534462136.png

The analysis on Exxon reports that the company’s revenue has been in decline over the past year, its price is inching closer to a 10-year high, it has issued $1.3 billion of debt in the past three years and the dividend yield is at a 10-year high.

The Peter Lynch Chart suggests that the company is currently undervalued:

1379534518352.png

Exxon Mobil has a market cap of $394.3 billion. Its shares are currently trading at around $89.58 with a P/E ratio of 11.30, a P/S ratio of 0.90 and a P/B ratio of 2.40. The company had an annual average earnings growth of 4.7% over the past 10 years.

Apache Corporation (APA)

The second highest held energy company is Apache Corporation. As of the second quarter there were 27 gurus holding a stake in Apache. During the past quarter there were 16 gurus making buys of stock in the company and there were 13 making sells of their position in the company. These gurus hold a combined weighting of 31.83%.

The top three guru shareholders:

1. Dodge & Cox: 6,810,800 shares, representing 1.75% of the company’s shares outstanding and 0.68% of their total portfolio.

2. Brian Rogers: 5,250,000 shares, representing 1.35% of the company’s shares outstanding and 1.8% of his total portfolio.

3. NWQ Managers: 4,985,605 shares, representing 1.28% of the company’s shares outstanding and 3.6% of their total assets managed.

Apache Corp. is an independent energy company that explores, develops and produces natural gas, crude oil and natural gas liquids. It has exploration and production interests in six countries, divided into seven operating regions: the U.S., Canada, Egypt, Australia, the U.K. in the North Sea and Argentina.

Apache’s historical revenue and net income:

1379536010178.png

The analysis on Apache reports that the company’s price is nearing a one-year high, the company has issued $6.1 billion over the past three years, the revenue has slowed down over the past year and its operating margin is expanding.

The Peter Lynch Chart suggests that the company is currently undervalued:

1379536127418.png

Apache has a market cap of $34.6 billion. Its shares are currently trading at around $88.84 with a P/E ratio of 13.90, a P/S ratio of 2.00 and a P/B ratio of 1.10. Apache had an annual average earnings growth of 11.7% over the past 10 years.

GuruFocus rated Apache the business predictability rank of 2.5-star.

Schlumberger NV (SLB)

Schlumberger NV also maintains 27 guru owners. During the second quarter there were 15 gurus that were making buys of Schlumberger stock and there were seven making sells of their stake in the company. These 27 gurus maintain a combined weighting 25.72%.

The top three guru shareholders of Schlumberger:

1. Dodge & Cox: 39,663,243 shares, representing 3% of the company’s shares outstanding and 3.4% of their total assets managed.

2. Frank Sands: 14,986,234 shares, representing 1.13% of the company’s shares outstanding and 3.6% of his total assets managed.

3. Manning & Napier Advisors: 12,916,255 shares, representing 0.98% of the company’s shares outstanding and 4.9% of their total portfolio.

Schlumberger NV is a supplier of technology, integrated project management and information solutions to customers working in the oil and gas industry worldwide. The company provides the industry's range of products and services from exploration through production.

Schlumberger’s historical revenue and net income:

1379536673396.png

The analysis on Schlumberger reports that the company’s price is nearing a five-year high, they have issued $5.2 billion of debt over the past three years and the company’s asset growth is currently faster than its revenue growth.

The Peter Lynch Chart suggests that the company is currently overvalued:

1379536723500.png

Schlumberger NV has a market cap of $117.7 billion. Its shares are currently trading at around $88.95 with a P/E ratio of 18.70, a P/S ratio of 2.60 and a P/B ratio of 3.10. The company had an annual average earnings growth of 14.6% over the past 10 years.

ConocoPhillips (COP)

As of the close of the second quarter there were 26 guru owners of ConocoPhillips. During the past quarter there were eight gurus buying shares of ConocoPhillips and there were eleven gurus making sells of their stake in the company. These gurus maintain a combined weighting of 18.17%.

The top three guru shareholders of ConocoPhillips:

1. Warren Buffett: 24,123,911 shares, representing 1.97% of the company’s shares outstanding and 1.6% of his total portfolio.

2. James Barrow: 22,539,880 shares, representing 1.84% of the company’s shares outstanding and 2.3% of his total portfolio.

3. Jean-Marie Eveillard: 9,109,903 shares, representing 0.74% of the company’s shares outstanding and 1.7% of his total assets managed.

ConocoPhillips focuses on exploring for, developing and producing crude oil and natural gas globally.

ConocoPhillips’ historical revenue and net income:

1379537528620.png

The analysis on ConocoPhillips reports that the company’s revenue has been in decline over the past five years, the company’s dividend yield is nearing a three-year low, its price is nearing a 10-year high and its P/B and P/S ratio are also nearing 10-year highs.

The Peter Lynch Chart suggests that the company is currently undervalued:

1379537592668.png

ConocoPhillips has a market cap of $86.36 billion. Its shares are currently trading at around $70.61 with a P/E ratio of 11.40, a P/S ratio of 1.40 and a P/B ratio of 1.70. The dividend yield of ConocoPhillips stocks is 3.80%. The company had an annual average earnings growth of 40.8% over the past five years.

Occidental Petroleum Corporation (OXY)

The fifth largest guru-held energy company is Occidental Petroleum. Occidental Petroleum maintains 25 guru shareholders who hold a combined weighting of 23.69%. During the past quarter there were 12 gurus making buys and 16 gurus making sells of their position in Occidental Petroleum.

The top three guru shareholders of Occidental Petroleum:

1. James Barrow: 16,302,226 shares, representing 2.02% of the company’s shares outstanding and 2.14% of his total portfolio.

2. Chris Davis: 7,226,766 shares, representing 0.9% of the company’s shares outstanding and 1.6% of his total portfolio.

3. RS Investment Management: 3,592,683 shares, representing 0.45% of the company’s shares outstanding and 2.3% of their total assets managed.

Occidental Petroleum conducts its operations through various oil and gas, chemical, midstream, marketing and other subsidiaries and affiliates.

Occidental Petroleum’s historical revenue and net income:

1379538346244.png

The analysis on Occidental Petroleum reports that the company’s revenue has slowed down over the past year, its price is nearing a one-year high and the company’s dividend yield is nearing a 10-year high.

The Peter Lynch Chart suggests that the company is currently overvalued:

1379538472144.png

Occidental Petroleum has a market cap of $74.38 billion. Its shares are currently trading at around $92.31 with a P/E ratio of 16.80, a P/S ratio of 3.00 and a P/B ratio of 1.70. The company had an annual average earnings growth of 9.8% over the past ten years.

You can check out other top held sectors of the market by using the Aggregated Screener here.

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Rating: 2.8/5 (5 votes)

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