updated
10 results Total investment of current selection: $ 65 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Siemens AG | Oldfield Partners | investment | United Kingdom | Germany | Europe (non EU) | Europe (EU) | $ 19 M | $ 19 M | ||||||
| 2 | Eni SpA | Oldfield Partners | investment | United Kingdom | Italy | Europe (non EU) | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ 19 M | $ 19 M | |||||
| 3 | Petroleo Brasileiro SA – Petrobras | Oldfield Partners | investment | United Kingdom | Brazil | Europe (non EU) | South America | Petrobras Global Finance BV | $ 14 M | $ 14 M | |||||
| 4 | First Pacific Company Ltd | Oldfield Partners | investment | United Kingdom | China (Hong Kong) | Europe (non EU) | East Asia | $ 4 M | $ 4 M | ||||||
| 5 | BP plc | Oldfield Partners | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 2 M | $ 2 M | |||||
| 6 | E.ON SE | Oldfield Partners | investment | United Kingdom | Germany | Europe (non EU) | Europe (EU) | $ 2 M | $ 2 M | ||||||
| 7 | Serica Energy plc | Oldfield Partners | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ 2 M | $ 2 M | ||||||
| 8 | Shell plc | Oldfield Partners | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 1 M | $ 1 M | |||||
| 9 | ArcelorMittal SA | Oldfield Partners | investment | United Kingdom | Luxembourg | Europe (non EU) | Europe (EU) | $ 1 M | $ 1 M | ||||||
| 10 | Mitsubishi Heavy Industries Ltd | Oldfield Partners | investment | United Kingdom | Japan | Europe (non EU) | East Asia | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!