Subject: Re: 13 f news,
Not critical, but just curious as to why we sold 18% of our CVX as we keep slowly adding layer upon layer to our nearly 25% ownership of OXY?

Our net selling of $25B in equities over the last 2 quarters stands out to me and our >$130B Cash/eq. is far from trash now with >5% yield in ST Treasuries. Imagine there may be better opportunities as WEB thought earnings may slow in Q3 and Q4. Thoughts?