Subject: BRK 13F
Maybe you cannot read into APPL sale but the OXY and CHV positions and adds are undeniable.

Wall Street HATES energy stocks yet: Demand remains strong, inventories at 2017 levels and supply in Permian is slowing. OXY CEO warns daily of shortages by 2025.

WEB sees returns, low multiples and big divvies.

Energy SELECTIVELY is a buy