BP Capital Management

BP Capital Management as of June 30, 2003

Portfolio Holdings for BP Capital Management

BP Capital Management holds 27 positions in its portfolio as reported in the June 2003 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
PETROLEO BRASILEIRO Sa Petro 5.6 $9.5M 480k 19.76
Peabody Energy Corp 5.5 $9.2M 275k 33.59
San Juan Basin Rty Tr unit ben int 5.4 $9.1M 508k 17.95
Burlington Res 5.3 $8.9M 165k 54.07
Encana Corp 4.9 $8.2M 214k 38.37
Enerplus Res Fd unit tr g 4.8 $8.1M 350k 23.24
Arch Coal 4.8 $8.0M 350k 22.98
Williams Cos Inc Del 4.7 $7.9M 1.0M 7.90
ENTERPRISE PRODS Partners 4.7 $7.8M 347k 22.53
Halliburton 4.6 $7.7M 333k 23.00
Consol Energy 4.5 $7.6M 335k 22.74
Schlumberger 4.4 $7.5M 157k 47.57
Hugoton Rty Tr Tex unit ben int 4.3 $7.3M 395k 18.40
Baker Hughes 4.2 $7.1M 212k 33.57
KINDER MORGAN ENERGY Partner ut ltd partner 3.9 $6.5M 165k 39.52
Massey Energy Corp 3.6 $6.1M 465k 13.15
Suncor Energy 3.0 $5.0M 265k 18.75
GULFTERRA ENERGY Partners 2.8 $4.7M 125k 37.54
Sempra Energy 2.7 $4.6M 160k 28.53
Equitable Res 2.7 $4.5M 111k 40.74
Exelon Corp 2.5 $4.2M 71k 59.82
Xto Energy 2.1 $3.5M 176k 20.11
Eog Res 2.0 $3.4M 82k 41.84
Noble Corporation 1.8 $3.0M 87k 34.30
Globalsantafe Corp 1.7 $2.9M 125k 23.34
Transocean Inc ord 1.7 $2.9M 130k 21.97
Ensco Intl 1.7 $2.8M 105k 26.90