Marathon is a big refining player doing extremely well in oil; liked as a hold while the Iran situation persists. If that changes and oil prices fall back, the position may need to be exited and capital redeployed elsewhere.
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Schwab NetworkPublished Oct 20 · 2 passages
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when when it comes to oil marathon has been doing extremely good and when it comes to to refinering they're a big player. So I like them moving forward especially as everything that's going on with Iran right now until that uh everything gets subsided there I think is going to continue to be a place to hold on to.
When that changes, then we we might want to pull pull out a marathon and redeploy dollars in other places as we start seeing those oil prices coming back down.
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