BP Capital Mgmt LP Holdings in 2nd Quarter: 13F Alert

The following is an analysis of BP Capital Management LP as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/15/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Chesapeake Energy Corp       CHK US        30,707,892    1,034,284      150,936
Noble Corp                   NE US         26,545,670      673,577      -20,723
BP Plc-Spons ADR             BP US         25,823,816      583,062      -21,311
Plains Exploration & Product PXP US        22,309,997      585,257      -18,945
McMoRan Exploration Co       MMR US        20,897,794    1,130,833      -40,827
SandRidge Energy Inc         SD US         20,880,403    1,958,762       22,611
Weatherford Intl Ltd         WFT US        20,704,219    1,104,225      128,885
EOG Resources Inc            EOG US        20,178,777      193,006       -5,894
Apache Corp                  APA US        18,387,084      149,016       -4,584
National Oilwell Varco Inc   NOV US        16,270,808      208,040       40,040
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Schlumberger Ltd             SLB US        11,735,021      135,822      135,822
Hess Corp                    HES US        11,532,029      154,254      154,254                                                                               
                                                                               
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Devon Energy Corporation     DVN US       -13,619,861            0     -148,413
Oceaneering Intl Inc         OII US       -13,552,391            0     -303,016
A123 Systems Inc             AONE US       -2,954,655            0     -465,300
ABB Ltd-Spon ADR             ABB US        -2,699,604            0     -111,600
                                                                               
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
National Oilwell Varco Inc   NOV US         2,953,448      208,040       40,040
Chesapeake Energy Corp       CHK US         1,098,067    1,034,284      150,936
Weatherford Intl Ltd         WFT US        -1,338,465    1,104,225      128,885
SandRidge Energy Inc         SD US         -3,902,330    1,958,762       22,611
                                                                               
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Noble Corp                   NE US         -5,128,296      673,577      -20,723
EOG Resources Inc            EOG US        -3,392,862      193,006       -5,894
Dawson Geophysical Co        DWSN US       -2,864,454      253,062       -9,165
Canadian Natural Resources   CNQ US        -2,606,140      286,680       -8,820
Suncor Energy Inc            SU US         -2,586,620      344,538      -13,581
 
 
SOURCE: SEC 13F-HR 
FILER: BP Capital Management LP 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.