I would not sell oil and gas or any kind of energy, certainly not oil and gas because there are all sorts of geopolitical risks on the horizon. But even without them, the supply and demand situation is such that we are going to need more energy over the next decade or two.
Related: United States Oil Fund LP ETF (USO), United States Natural Gas Fund (UNG), Exxon Mobil (XOM), Energy Select Sector SPDR ETF (XLE);