BP Capital Mgmt LP Holdings in 3rd Quarter: 13F Alert

The following is an analysis of BP Capital Management LP as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Chesapeake Energy Corp       CHK US        14,564,905      570,055     -464,229
BP Plc-Spons ADR             BP US         14,504,144      402,111     -180,951
McMoRan Exploration Co       MMR US        10,884,611    1,096,134      -34,699
National Oilwell Varco Inc   NOV US         9,192,044      179,462      -28,578
Devon Energy Corporation     DVN US         7,761,933      140,006      140,006
EOG Resources Inc            EOG US         7,559,583      106,458      -86,548
Exxon Mobil Corp             XOM US         6,849,735       94,310       94,310
SandRidge Energy Inc         SD US          6,568,679    1,181,417     -777,345
Weatherford Intl Ltd         WFT US         6,289,383      515,101     -589,124
Dawson Geophysical Co        DWSN US        5,784,103      245,297       -7,765
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Devon Energy Corporation     DVN US         7,761,933      140,006      140,006
Exxon Mobil Corp             XOM US         6,849,735       94,310       94,310                                                                               
                                                                               
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Noble Corp                   NE US        -26,545,670            0     -673,577
Plains Exploration & Product PXP US       -22,309,997            0     -585,257
Apache Corp                  APA US       -18,387,084            0     -149,016
Murphy Oil Corp              MUR US       -11,873,757            0     -180,837
Hess Corp                    HES US       -11,532,029            0     -154,254
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Gastar Exploration Ltd       GST US          -338,857    1,261,579       59,365
                                                                               
                                                                               
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Chesapeake Energy Corp       CHK US       -16,142,987      570,055     -464,229
Weatherford Intl Ltd         WFT US       -14,414,836      515,101     -589,124
SandRidge Energy Inc         SD US        -14,311,724    1,181,417     -777,345
EOG Resources Inc            EOG US       -12,619,194      106,458      -86,548
BP Plc-Spons ADR             BP US        -11,319,672      402,111     -180,951
 
 
SOURCE: SEC 13F-HR 
FILER: BP Capital Management LP 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

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.

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