| Quarter Ending 12/31/2011 | 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 | Capital Invested |
| N/A | N/A | GOLAR LNG LTD | 49,000 | $44.45 | $2,178,000 | ($2,178,000) | ||||
| N/A | N/A | TRANSOCEAN | 162,900 | $38.39 | $6,254,000 | ($6,254,000) | ||||
| ***** SOLD OFF | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| N/A | N/A | EOG RES INC | 106,458 | $71.01 | $7,560,000 | $7,560,000 | ||||
| ***** HOLD POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| 0.00% | 18.49% | BP PLC | 402,111 | 402,111 | $42.74 | $36.07 | $17,186,000 | $14,504,000 | $0 | |
| 0.00% | 27.68% | CANADIAN NAT RES LTD | 186,272 | 186,272 | $37.37 | $29.27 | $6,961,000 | $5,452,000 | $0 | |
| 0.00% | -12.76% | CHESAPEAKE ENERGY CORP | 570,055 | 570,055 | $22.29 | $25.55 | $12,707,000 | $14,565,000 | $0 | |
| 0.00% | 67.65% | DAWSON GEOPHYSICAL CO | 245,297 | 245,297 | $39.53 | $23.58 | $9,697,000 | $5,784,000 | $0 | |
| 0.00% | 11.83% | DEVON ENERGY CORP NEW | 140,006 | 140,006 | $62.00 | $55.44 | $8,680,000 | $7,762,000 | $0 | |
| 0.00% | 16.70% | EXXON MOBIL CORP | 94,310 | 94,310 | $84.76 | $72.63 | $7,994,000 | $6,850,000 | $0 | |
| 0.00% | 6.00% | GASTAR EXPL LTD | 1,261,579 | 1,261,579 | $3.18 | $3.00 | $4,012,000 | $3,785,000 | $0 | |
| 0.00% | 13.08% | HALLIBURTON CO | 126,522 | 126,522 | $34.51 | $30.52 | $4,366,000 | $3,861,000 | $0 | |
| 0.00% | 46.52% | MCMORAN EXPLORATION CO | 1,096,134 | 1,096,134 | $14.55 | $9.93 | $15,949,000 | $10,885,000 | $0 | |
| 0.00% | 32.75% | NATIONAL OILWELL VARCO INC | 179,462 | 179,462 | $67.99 | $51.22 | $12,202,000 | $9,192,000 | $0 | |
| 0.00% | 31.03% | OCCIDENTAL PETE CORP DEL | 57,056 | 57,056 | $93.70 | $71.51 | $5,346,000 | $4,080,000 | $0 | |
| 0.00% | 46.75% | SANDRIDGE ENERGY INC | 1,181,417 | 1,181,417 | $8.16 | $5.56 | $9,640,000 | $6,569,000 | $0 | |
| 0.00% | 14.37% | SCHLUMBERGER LTD | 50,913 | 50,913 | $68.31 | $59.73 | $3,478,000 | $3,041,000 | $0 | |
| 0.00% | 13.32% | SUNCOR ENERGY INC NEW | 215,994 | 215,994 | $28.83 | $25.44 | $6,227,000 | $5,495,000 | $0 | |
| 0.00% | 19.91% | WEATHERFORD INTERNATIONAL LT | 515,101 | 515,101 | $14.64 | $12.21 | $7,541,000 | $6,289,000 | $0 | |
| ***** AUGMENTED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| ***** REDUCED POSITIONS | ||||||||||
| % pos ch | % val ch | Change | COMPANY | Cur. Pos. | Prev. Pos. | Approx PPS | Prev PPS | Value | Prev Value | |
| Back to the Enlightened American Website | ||||||||||