See Why Bill Is Selling Shell

Bill’s energy play as Shell reconstructs.

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Bill. So Shell is on Thursday. You sold Shell? I did. So, I mean, we are overweight energy. Marathon Petroleum, obviously our largest holding there, but we’re not. I am a little concerned with growth outside of the U.S. compared to marathon. Really, 100% of the revenues are coming from the US Shell as well. You know, they’ve started to kind of sort of reconstruct a little bit.

They got shutting down a plants and refining plant in Germany. They’re they’re rolling out something in Nigeria. I’m not really sure the direction of the business as much. And we put it on as a starter position but want to build into things. And I’m just not seeing, you know, the future here at the moment. Okay. We also have we have eaten…

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