BP Capital Management as of Sept. 30, 2003
Portfolio Holdings for BP Capital Management
BP Capital Management holds 17 positions in its portfolio as reported in the September 2003 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Suncor Energy | 9.3 | $12M | 630k | 18.55 | |
| Valero Energy Corp | 8.3 | $11M | 275k | 38.27 | |
| Exxon Mobil Corp | 7.3 | $9.2M | 250k | 36.60 | |
| Sempra Energy | 7.0 | $8.8M | 300k | 29.36 | |
| Peabody Energy Corp | 6.8 | $8.6M | 275k | 31.37 | |
| Bg Plc adr fin inst n | 6.8 | $8.6M | 400k | 21.49 | |
| KINDER MORGAN Energy Partner ut ltd partner | 6.5 | $8.1M | 190k | 42.80 | |
| GULFTERRA ENERGY Partners | 6.4 | $8.0M | 200k | 40.10 | |
| ENTERPRISE PRODS Partners | 6.3 | $7.9M | 350k | 22.60 | |
| Arch Coal | 6.2 | $7.8M | 350k | 22.21 | |
| Valero | 5.9 | $7.4M | 170k | 43.70 | |
| PLAINS ALL AMERN Pipeline Lp unit ltd partn | 5.1 | $6.5M | 215k | 30.05 | |
| Crosstex Energy | 4.5 | $5.7M | 144k | 39.80 | |
| Methanex Corp | 4.0 | $5.1M | 545k | 9.36 | |
| DU PONT E I De Nemours & Co | 3.7 | $4.7M | 118k | 40.01 | |
| Dow Chem | 3.4 | $4.3M | 132k | 32.54 | |
| Golar Lng Ltd Bermuda | 2.4 | $3.1M | 267k | 11.49 |
