BP Capital Management

BP Capital Management as of Sept. 30, 2006

Portfolio Holdings for BP Capital Management

BP Capital Management holds 24 positions in its portfolio as reported in the September 2006 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Suncor Energy 14.7 $121M 1.7M 72.05
Valero Energy Corp 8.7 $72M 1.4M 51.47
Eog Res 7.5 $62M 955k 65.05
Transocean Inc. ord 6.5 $54M 735k 73.23
Tesoro Petroleum Corp 6.4 $53M 909k 57.98
Peabody Energy Corporation 5.5 $45M 1.2M 36.78
Denbury Resources 5.4 $44M 1.5M 28.90
Globalsantafe Corp 5.0 $41M 827k 49.99
Conocophillips 4.8 $40M 667k 59.53
Murphy Oil Corp 4.8 $40M 835k 47.55
Occidental Petroleum Corp 4.8 $39M 813k 48.11
Arch Coal 3.8 $31M 1.1M 28.91
Consol Energy 3.7 $30M 949k 31.73
Jacobs Engr Group 3.2 $27M 357k 74.73
Abb 3.2 $26M 2.0M 13.18
Massey Energy Corp 2.5 $21M 978k 20.94
Dresser Rand Group 2.3 $19M 921k 20.40
Mariner Energy 1.7 $14M 749k 18.37
Titanium Metals Corp 1.6 $13M 529k 25.28
Greenbrier Companies 1.4 $12M 406k 29.01
Interoil Corp 0.9 $7.5M 397k 18.93
Shaw Group 0.8 $6.3M 266k 23.64
Foundation Coal Holdings 0.5 $4.0M 122k 32.37
Enterprise Products Partners 0.3 $2.8M 106k 26.75