BP Capital Management

BP Capital Management as of June 30, 2005

Portfolio Holdings for BP Capital Management

BP Capital Management holds 25 positions in its portfolio as reported in the June 2005 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Quicksilver Resources 8.1 $69M 1.1M 63.93
Eog Res 8.1 $69M 1.2M 56.80
Peabody Energy Corp 7.8 $67M 1.3M 52.04
Encana Corp 7.3 $63M 1.6M 39.59
Consol Energy 7.0 $60M 1.1M 53.58
Massey Energy Corp 6.9 $59M 1.6M 37.72
Arch Coal 6.8 $59M 1.1M 54.47
Fording Inc tr unit 6.8 $58M 632k 92.20
Suncor Energy 5.5 $48M 1.0M 47.32
Conocophillips 5.0 $43M 746k 57.49
Bj Svcs 3.5 $30M 564k 52.48
Shaw Group 3.2 $28M 1.3M 21.51
Tesoro Corp 2.9 $25M 533k 46.52
Transocean Inc ord 2.4 $20M 377k 53.97
Bhp Billiton 2.3 $19M 709k 27.30
Globalsantafe Corp 2.2 $19M 470k 40.80
Premcor 2.2 $19M 257k 74.18
Bg Plc adr fin inst n 2.2 $19M 444k 41.60
Spinnaker Expl 2.1 $18M 501k 35.49
Valero Energy Corporation (VLO) 1.9 $17M 209k 79.11
Sunoco 1.4 $12M 102k 113.68
Plains Expl & Prodtn 1.3 $11M 313k 35.53
Todco cl a 1.3 $11M 428k 25.67
Cabot Oil & Gas Corp 1.3 $11M 313k 34.70
Opti Canada 0.5 $4.6M 209k 21.84