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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