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CEO Greg Abel omits Bank of America and Chevron from Berkshire Hathaway’s core holdings, hinting at possible strategic changes.
In his first annual letter, new CEO Greg Abel excluded Bank of America and Chevron from Berkshire Hathaway’s four designated "core holdings," signaling a potential strategic shift.
Though no sales have been confirmed, the omission—despite both companies' strong fundamentals and prior emphasis under Warren Buffett—suggests these large positions may be under review.
Berkshire’s cautious investment approach and growing cash reserves amid economic uncertainty could influence future decisions, but no official changes have been announced.
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El CEO Greg Abel omite Bank of America y Chevron de las principales participaciones de Berkshire Hathaway, insinuando posibles cambios estratégicos.