| Quarter Ending 06/30/2011 | 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 | HESS CORP | 154,254 | $74.76 | $11,532,000 | ||||
| N/A | N/A | SCHLUMBERGER LTD | 135,822 | $86.40 | $11,735,000 | ||||
| ***** SOLD OFF | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| N/A | N/A | ABB LTD | 111,600 | $24.19 | $2,700,000 | ||||
| N/A | N/A | A123 SYS INC | 465,300 | $6.35 | $2,955,000 | ||||
| N/A | N/A | DEVON ENERGY CORP NEW | 148,413 | $91.77 | $13,620,000 | ||||
| N/A | N/A | OCEANEERING INTL INC | 151,508 | $89.45 | $13,552,000 | ||||
| ***** 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 |
| 17.09% | -11.43% | 150,936 | CHESAPEAKE ENERGY CORP | 1,034,284 | 883,348 | $29.69 | $33.52 | $30,708,000 | $29,610,000 |
| 23.83% | -1.33% | 40,040 | NATIONAL OILWELL VARCO INC | 208,040 | 168,000 | $78.21 | $79.27 | $16,271,000 | $13,317,000 |
| 1.17% | -16.72% | 22,611 | SANDRIDGE ENERGY INC | 1,958,762 | 1,936,151 | $10.66 | $12.80 | $20,880,000 | $24,783,000 |
| 13.21% | -17.04% | 128,885 | WEATHERFORD INTERNATIONAL LT | 1,104,225 | 975,340 | $18.75 | $22.60 | $20,704,000 | $22,043,000 |
| ***** REDUCED POSITIONS | |||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value |
| -2.98% | -5.75% | -4,584 | APACHE CORP | 149,016 | 153,600 | $123.39 | $130.92 | $18,387,000 | $20,109,000 |
| -2.92% | -32.45% | -2,983 | APPROACH RESOURCES INC | 99,317 | 102,300 | $22.67 | $33.57 | $2,252,000 | $3,434,000 |
| -3.53% | 0.34% | -21,311 | BP PLC | 583,062 | 604,373 | $44.29 | $44.14 | $25,824,000 | $26,677,000 |
| -2.98% | -15.32% | -8,820 | CANADIAN NAT RES LTD | 286,680 | 295,500 | $41.86 | $49.43 | $12,000,000 | $14,607,000 |
| -3.50% | -22.18% | -9,165 | DAWSON GEOPHYSICAL CO | 253,062 | 262,227 | $34.15 | $43.88 | $8,642,000 | $11,507,000 |
| -2.96% | -11.78% | -5,894 | EOG RES INC | 193,006 | 198,900 | $104.55 | $118.51 | $20,179,000 | $23,572,000 |
| -2.98% | -29.42% | -36,986 | GASTAR EXPL LTD | 1,202,214 | 1,239,200 | $3.43 | $4.86 | $4,124,000 | $6,023,000 |
| -3.46% | 2.33% | -9,323 | HALLIBURTON CO | 259,919 | 269,242 | $51.00 | $49.84 | $13,256,000 | $13,419,000 |
| -3.48% | 4.35% | -40,827 | MCMORAN EXPLORATION CO | 1,130,833 | 1,171,660 | $18.48 | $17.71 | $20,898,000 | $20,750,000 |
| -2.98% | -10.56% | -5,563 | MURPHY OIL CORP | 180,837 | 186,400 | $65.66 | $73.42 | $11,874,000 | $13,685,000 |
| -3.29% | -0.43% | -4,058 | OCCIDENTAL PETE CORP DEL | 119,125 | 123,183 | $104.04 | $104.49 | $12,394,000 | $12,871,000 |
| -3.14% | 5.22% | -18,945 | PLAINS EXPL & PRODTN CO | 585,257 | 604,202 | $38.12 | $36.23 | $22,310,000 | $21,890,000 |
| -3.79% | -12.80% | -13,581 | SUNCOR ENERGY INC NEW | 344,538 | 358,119 | $39.10 | $44.84 | $13,471,000 | $16,058,000 |
| -2.98% | -13.61% | -20,723 | NOBLE CORPORATION BAAR | 673,577 | 694,300 | $39.41 | $45.62 | $26,546,000 | $31,674,000 |
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