Quarter Ending 12/31/2009 Back to the Enlightened American Website
Boone Pickens (BP Capital)
*****  NEW POSITIONS TAKEN
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A CANADIAN NAT RES LTD 47,560 $71.95 $3,422,000
N/A N/A FLUOR CORP NEW 118,899 $45.04 $5,355,000
N/A N/A MCMORAN EXPLORATION CO 986,425 $8.02 $7,911,000
N/A N/A OCCIDENTAL PETE CORP DEL 212,912 $81.35 $17,320,000
N/A N/A QUESTAR CORP 238,461 $41.57 $9,913,000
N/A N/A SANDRIDGE ENERGY INC 1,567,860 $9.43 $14,785,000
N/A N/A SMITH INTL INC 197,285 $27.17 $5,360,000
N/A N/A SUNCOR ENERGY INC NEW 319,187 $35.31 $11,270,000
N/A N/A TRANSATLANTIC PETROLEUM LTD 2,000,000 $3.42 $6,840,000
N/A N/A FOSTER WHEELER AG 166,459 $29.44 $4,901,000
N/A N/A TRANSOCEAN LTD 345,980 $82.80 $28,647,000
*****  SOLD OFF
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
*****  HOLD POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
*****  AUGMENTED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
90.68% -0.61% 524,611 GASTAR EXPL LTD 1,103,111 578,500 $4.79 $4.82 $5,284,000 $2,788,000
94.17% -13.60% 300,103 MCMORAN EXPLORATION CO 618,781 318,678 $17.91 $20.73 $11,082,000 $6,606,000
*****  REDUCED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
-2.06% -0.50% -2,241 ANADARKO PETE CORP 106,456 108,697 $62.42 $62.73 $6,645,000 $6,819,000
-2.00% 21.93% -6,569 CABOT OIL & GAS CORP 322,346 328,915 $43.59 $35.75 $14,051,000 $11,759,000
-2.02% -8.88% -12,743 CHESAPEAKE ENERGY CORP 617,751 630,494 $25.88 $28.40 $15,987,000 $17,906,000
-2.06% 9.17% -6,057 DEVON ENERGY CORP NEW 287,414 293,471 $73.50 $67.33 $21,125,000 $19,759,000
-2.14% 13.70% -10,503 FOREST OIL CORP 480,018 490,521 $22.25 $19.57 $10,680,000 $9,599,000
-1.93% 13.17% -7,798 HESS CORP 396,156 403,954 $60.50 $53.46 $23,967,000 $21,595,000
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