BP Capital Management as of Sept. 30, 2004
Portfolio Holdings for BP Capital Management
BP Capital Management holds 17 positions in its portfolio as reported in the September 2004 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FORDING CDN Coal Tr tr unit | 7.0 | $26M | 469k | 55.97 | |
| TESORO PETE Corp | 6.7 | $25M | 841k | 29.53 | |
| Suncor Energy | 6.5 | $24M | 760k | 32.01 | |
| Sunoco | 6.5 | $24M | 327k | 73.98 | |
| VALERO ENERGY Corp | 6.4 | $24M | 297k | 80.21 | |
| Premcor | 6.2 | $23M | 602k | 38.50 | |
| Methanex Corp | 6.1 | $23M | 1.5M | 15.07 | |
| Sasol | 6.1 | $23M | 1.2M | 18.72 | |
| Eog Res | 5.8 | $22M | 330k | 65.85 | |
| Bhp Billiton | 5.5 | $21M | 997k | 20.75 | |
| PEABODY ENERGY Corp | 5.5 | $21M | 347k | 59.50 | |
| Consol Energy | 5.5 | $20M | 585k | 34.89 | |
| Encana Corp | 5.4 | $20M | 436k | 46.30 | |
| GOLAR LNG Ltd Bermuda | 5.4 | $20M | 1.3M | 15.63 | |
| MASSEY ENERGY Corp | 5.3 | $20M | 690k | 28.93 | |
| WESTERN GAS Res | 5.0 | $19M | 658k | 28.59 | |
| Arch Coal | 5.0 | $19M | 527k | 35.49 |
