BP Capital Management

BP Capital Management as of June 30, 2004

Portfolio Holdings for BP Capital Management

BP Capital Management holds 17 positions in its portfolio as reported in the June 2004 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TESORO PETE Corp 6.6 $22M 786k 27.60
WESTERN GAS Res 6.4 $21M 652k 32.48
CONSOL Energy 6.3 $21M 580k 36.00
GOLAR LNG Ltd Bermuda 6.1 $20M 1.3M 15.68
METHANEX Corp 6.0 $20M 1.5M 13.28
VALERO ENERGY Corp 6.0 $20M 270k 73.76
FORDING CDN Coal Tr tr unit 5.9 $20M 466k 42.10
Eog Res 5.9 $20M 328k 59.71
MASSEY ENERGY Corp 5.8 $19M 685k 28.21
Suncor Energy 5.8 $19M 754k 25.61
PEABODY Energy Corp 5.8 $19M 344k 55.99
Arch Coal 5.8 $19M 522k 36.59
Sasol 5.7 $19M 1.2M 15.73
Encana Corp 5.7 $19M 432k 43.16
Sunoco 5.5 $18M 287k 63.62
5.2 $17M 988k 17.52
Premcor 5.2 $17M 462k 37.50