Subject: Re: 13F : More Chevron
Meeting a key person from CVX during that time period was a terrible idea, NOT a good look.

He apparently had lunch with Wirth in early September - so Q3, not Q4.

It would be interesting to know when the Q4 CVX purchases were made. If they all followed the public announcement of the Hess deal (October 23) then I wouldn't see any issues.

That said if I cold called Mike Wirth and asked if he could spend 2-3 hours to meet with me over tacos to talk about Chevron's future prospects I'm guessing he might hang up immediately and call security.