BP Capital Management as of March 31, 2004
Portfolio Holdings for BP Capital Management
BP Capital Management holds 15 positions in its portfolio as reported in the March 2004 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| VALERO ENERGY Corp | 10.6 | $15M | 250k | 59.96 | |
| PEABODY ENERGY Corp | 9.1 | $13M | 275k | 46.51 | |
| Tesoro Pete Corp | 8.0 | $11M | 600k | 18.79 | |
| Arch Coal | 7.8 | $11M | 350k | 31.39 | |
| Premcor | 7.7 | $11M | 350k | 30.97 | |
| QUICKSILVER Resources | 7.6 | $11M | 277k | 38.76 | |
| Evergreen Res | 7.2 | $10M | 297k | 34.35 | |
| WESTERN GAS Res | 7.2 | $10M | 200k | 50.85 | |
| Sempra Energy | 6.9 | $9.8M | 308k | 31.80 | |
| Suncor Energy | 6.3 | $8.8M | 324k | 27.35 | |
| GOLAR LNG LTD Bermuda shs g | 5.1 | $7.1M | 472k | 15.13 | |
| Bg Plc adr fin inst n 0 | 4.5 | $6.4M | 208k | 30.50 | |
| Methanex Corp | 4.5 | $6.3M | 564k | 11.18 | |
| Dow Chem | 4.0 | $5.6M | 138k | 40.28 | |
| DU PONT E I De Nemours & Co | 3.7 | $5.2M | 123k | 42.22 |
