Warren Buffett’s Berkshire Hathaway dropped its stake in Intel and added new investments in oil companies National Oilwell Varco and Phillips 66.

The shifts in Berkshire’s $74.3 billion portfolio were disclosed in documents filed by Berkshire Hathaway after the market closed yesterday.

The company also added positions in Viacom, Liberty Media and DirecTV, among other companies, while reducing its stake in Johnson & Johnson, Kraft Foods, UPS and others.