Warren Buffett Has Been a Net Seller for 3 Years, but He’s Buying These 3 Stocks

• Chevron (CVX) is worthy $17.5B successful Buffett’s portfolio and yields 4.46% with assertive buybacks.

• UnitedHealth gross grew 12% year-over-year successful Q3 2025 but operating net halved to $4.3B.

• Pool Corp missed expert gross estimates for 3 consecutive quarters amid a struggling lodging market.

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Warren Buffett has taken a highly blimpish attack to the banal marketplace successful caller years. However, helium has bought Chevron (NYSE:CVX), UnitedHealth Group (NYSE:UNH) and Pool Corp (NASDAQ:POOL) successful the astir caller quarter.

He has been selling stocks for 3 consecutive years successful a row, oregon 12 consecutive quarters. This does not mean that he's selling each his holdings. Rather, this means Buffett is importantly trimming immoderate positions and is keeping his buys constricted.

He revealed during the yearly league and successful his shareholder letters that helium does not spot galore opportunities successful this market. Buffett likes prime stocks with prime underlying businesses, and these are precisely the ones that Wall Street has been bidding up to nosebleed valuations.

Since Buffett besides dislikes overpaying for a banal (as immoderate capitalist would), he's been uninterested successful buying.

But if you similar pursuing Buffett's picks, you're inactive successful luck. He inactive has been buying immoderate stocks, though the assortment is limited.

Besides, Buffett is going into status and passing the helm to Greg Abel by the extremity of 2025, who's poised to go the adjacent CEO of Berkshire Hathaway. These are among the past fewer caller Buffett picks you tin look into.

It should travel arsenic nary astonishment that Warren Buffett likes lipid companies. He had antecedently piled into Occidental Petroleum (NYSE:OXY), which present owns 26.91% of. Chevron is getting adjacent much emotion from Buffett, arsenic his CVX holdings are worthy ~$17.5 billion, compared to $11.13 cardinal successful OXY holdings.

Buffett sees Occidental arsenic a everlastingly holding, and Chevron whitethorn beryllium joining that pack. Buffett made a timely bargain successful Q4 2020, trimming immoderate of his holdings erstwhile the banal traded higher successful mid-2021, and past timed the dip successful Q3 2021. He past kept buying OXY banal done mid-2022.

He trimmed his OXY holdings 4 quarters consecutively arsenic it traded astatine implicit treble the terms of his archetypal introduction point. His Q2 2025 bargain was besides precise well-timed, arsenic the banal climbed close after.

What whitethorn person sealed the woody for Buffett is that CVX yields 4.46% and has been doing assertive buybacks connected apical of that. The 3-year mean stock buyback ratio stands astatine 2.6% annually. This is amended than astir 92% of companies successful the lipid and state industry.