What smart money is saying about OMV
OMV.VI
No fund has written a full thesis on OMV in our archive, but 3 fund letters report a position in it — most recently Guinness Global Energy Fund in July 2026.
3
Reported positions
0
Bought
0
Sold
3
Letters
Fund activity · 3 positions
- HoldsGuinness Global Energy FundJuly 2026
“European mid-cap integrateds: Repsol, GALP, Eni and OMV were among the strongest contributors during the first phase of the Iran conflict, helped by higher Brent-linked earnings and elevated refining margins.”
Read the letterOMV - HoldsGuinness Global Energy FundJune 2026
“Within the Fund, the strongest performers were OMV, Enbridge, Repsol, Valero and Schlumberger while the weakest performers were BP, Devon, Helix, Imperial Oil and Petrochina.”
Read the letterOMV - HoldsGuinnessJune 2026
“Mid/large and mid-caps are ENI, Equinor, GALP, Repsol and OMV.”
Read the letterOMV
Read the letters behind these OMV positions
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