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
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