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Warren Buffett Quietly Accumulates Shares in 3 Stocks: What to Know

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  Published in Stocks and Investing on Tuesday, January 6th 2026 at 9:42 GMT by The Motley Fool

Warren Buffett's Quiet Accumulation: 3 Stocks He's Been Secretly Buying (and Why You Should Consider Them Too)

Warren Buffett, the legendary chairman and CEO of Berkshire Hathaway (BRK.A, BRK.B), is renowned for his value investing philosophy – buying fundamentally sound companies at prices below their intrinsic worth. While he often makes bold pronouncements about investments, sometimes his actions speak louder than words. Recently, filings with the Securities and Exchange Commission (SEC) have revealed a pattern: Berkshire Hathaway has been quietly accumulating shares in three specific companies. These aren't necessarily headline-grabbing names, but they represent Buffett’s continued focus on long-term value and offer intriguing opportunities for investors looking to emulate his strategy. According to The Motley Fool’s recent analysis (as reported January 6th, 2026), these are the three stocks Berkshire has been adding to its portfolio “hand over fist.”

1. Occidental Petroleum (OXY): A Return to Energy Roots

The most significant accumulation has been in Occidental Petroleum, a company Buffett initially avoided due to concerns about oil price volatility and debt levels. However, a dramatic shift occurred in 2023, and Berkshire Hathaway began steadily increasing its OXY holdings. As of the latest filings, it's now one of Berkshire’s largest equity positions. Why the turnaround?

Several factors are at play. Firstly, Occidental Petroleum has significantly reduced its debt burden since Buffett’s initial hesitation. The company’s strategic focus on returning capital to shareholders through dividends and share buybacks is also appealing to the value-oriented investor. Furthermore, the rising oil prices spurred by geopolitical instability and constrained supply have boosted OXY's profitability. As the Fool article points out, Occidental’s low-cost production base makes it well-positioned to thrive in a higher price environment.

The company’s investments in enhanced oil recovery techniques, like carbon capture utilization and storage (CCUS), also align with a broader energy transition narrative – albeit one where fossil fuels remain relevant for decades. Berkshire's investment signals confidence not just in OXY’s current performance but also its ability to adapt and prosper even as the energy landscape evolves. The Fool article highlights that Buffett sees Occidental as being undervalued, given its strong cash flow generation and potential for future growth. [ Read more about Occidental Petroleum's financials here ].

2. Bank of America (BAC): Leveraging Financial Strength

Bank of America, a behemoth in the financial sector, is another stock quietly gaining prominence within Berkshire's portfolio. Buffett has historically been cautious about investing heavily in banks due to their sensitivity to economic cycles and regulatory scrutiny. However, Bank of America’s consistent performance and strategic initiatives have clearly won him over.

The Fool article emphasizes that Bank of America benefits from a massive deposit base – offering it a significant advantage in terms of funding costs compared to its competitors. This "sticky" customer relationship translates into stability and resilience even during economic downturns. Furthermore, the bank’s investment banking division has been performing exceptionally well, contributing significantly to overall profitability.

Bank of America's investments in technology and digital transformation are also key factors. The company is aggressively expanding its online and mobile banking capabilities, attracting a younger demographic and streamlining operations. This commitment to innovation positions it for continued growth in the rapidly evolving financial landscape. The article suggests that Buffett sees Bank of America as undervalued given its strong capital position, robust earnings, and potential for further efficiency gains. [ Learn more about Bank of America's strategy here ].

3. Citigroup (C): A Turnaround Story in Progress

The final stock on the list is Citigroup, a name that represents perhaps the most compelling turnaround story among Buffett’s recent additions. Citigroup has faced numerous challenges in recent years, including regulatory issues and restructuring efforts. However, under new leadership, the company appears to be making significant progress in streamlining its operations and improving profitability.

Berkshire's investment in Citigroup is a bet on this potential for improvement. While acknowledging the risks inherent in a turnaround situation, Buffett seems convinced that Citigroup’s underlying assets are undervalued and that the company can unlock substantial value under its new strategic direction. The Fool article notes that Citigroup's global reach and diversified business lines offer significant opportunities for growth, particularly as emerging markets continue to develop.

The bank is focusing on simplifying its structure, reducing costs, and improving risk management – all of which should contribute to a more sustainable and profitable future. While the turnaround isn’t guaranteed, Berkshire’s investment signals confidence in Citigroup's ability to navigate these challenges and realize its full potential. The article cautions that this stock carries higher risk than OXY or BAC but offers potentially greater reward if the turnaround proves successful. [ Explore Citigroup's recent performance here ].

The Buffett Blueprint: Patience and Value

These three stocks – Occidental Petroleum, Bank of America, and Citigroup – represent a consistent theme in Warren Buffett’s investment approach: buying high-quality companies at reasonable prices, holding them for the long term, and allowing their intrinsic value to unfold. He isn't chasing short-term gains or speculative trends; he’s building a portfolio designed to withstand economic volatility and generate sustainable returns over decades.

The Fool article concludes that while following Buffett's every move isn't a foolproof strategy, paying attention to his actions provides valuable insights into companies with strong fundamentals and long-term growth potential. These three stocks offer investors the opportunity to participate in what appears to be a quietly bullish view from one of the world’s most successful investors. As always, conducting your own thorough research is crucial before making any investment decisions.

Disclaimer: I am an AI chatbot and cannot provide financial advice. This article summarizes information from the provided URL and associated links for informational purposes only. Investing in stocks carries inherent risks, and you should consult with a qualified financial advisor before making any investment decisions.