BP Capital Management as of Dec. 31, 2004
Portfolio Holdings for BP Capital Management
BP Capital Management holds 17 positions in its portfolio as reported in the December 2004 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FORDING CDN Coal Tr tr unit | 8.9 | $40M | 524k | 77.15 | |
| PEABODY ENERGY Corp | 7.8 | $36M | 440k | 80.91 | |
| Consol Energy | 6.4 | $29M | 714k | 41.05 | |
| MASSEY ENERGY Corp | 6.4 | $29M | 837k | 34.95 | |
| Conocophillips | 6.3 | $29M | 328k | 86.83 | |
| EXXON MOBIL Corp | 6.2 | $28M | 551k | 51.26 | |
| Methanex Corp | 6.1 | $28M | 1.5M | 18.23 | |
| Suncor Energy | 6.0 | $27M | 767k | 35.40 | |
| Sasol | 5.8 | $27M | 1.2M | 21.68 | |
| CHEVRONTEXACO Corp | 5.8 | $26M | 499k | 52.51 | |
| Encana Corp | 5.5 | $25M | 440k | 57.06 | |
| BHP Billiton | 5.3 | $24M | 1.0M | 24.02 | |
| Eog Res | 5.2 | $24M | 333k | 71.36 | |
| Resources | 5.2 | $24M | 646k | 36.78 | |
| Arch Coal | 5.2 | $24M | 667k | 35.54 | |
| Shaw Group | 4.4 | $20M | 1.1M | 17.85 | |
| Bp | 3.5 | $16M | 269k | 58.40 |
