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What smart money is saying about CNOOCHong Kong flag

0883.HK

No fund has written a full thesis on CNOOC in our archive, but 2 fund letters report a position in it — most recently AGT Partners Fund in June 2026.

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2
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Every position in CNOOC on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.

Fund letters reporting a position in CNOOC, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262100

Fund activity · 2 positions · 1 move

  • AddedAGT Partners Fund
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letterCNOOC
  • HoldsAGT Partners Shareholder Letter
    June 2026
    “We continue to own several such great companies in our portfolio (DBS, TSMC, Tencent, CNOOC, Sheng Siong, KKR, Apollo, Microsoft etc.) and have selectively added onto them in the past quarter.”
    Read the letterCNOOC

Read the letters behind these CNOOC positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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