Tracking Boone Pickens' BP Capital Management Portfolio - Q2 2013 Update

Below is a spreadsheet that shows changes to Boone Pickens' US long portfolio as of Q2 2013:


This quarter, Boone Pickens, the O&G specialist started fairly large positions in Whiting Petroleum (WLL), Suncor Energy (SU), SM Energy (SM), and Bonanza Creek Energy (BCEI) while reducing Pioneer Natural Resources (PXD) position by over 70%. Interesting, Buffett also started a new position in SU this quarter.

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