Excellent write up!

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May 23, 2023Liked by Kingswell

Hi! I was fortunate to have Becky Quick ask my question this year at the BRK AGM about OXY and CVX. I was hoping to get a clearer answer than we received. I continue to be puzzled about how what WEB and CTM said about the Permian, and OXY specifically, squares with this March 8th WSJ article about the Permian. Any ideas about this?


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