http://www.tradingroom.com.au/apps/view_breaking_news_article.ac?page=/data/news_research/published/2013/3/63/catf_130304_211000_7917.html
bp holdings review
Hong Kong shares have fallen 1.50 per cent in line with a big sell-off in mainland markets after Beijing introduced fresh measures to curb rising property prices in China.
The benchmark Hang Seng Index shed 342.41 points on Monday to 22,537.81 on turnover of HK$82.84 billion ($A10.53 billion).
The losses wiped out most of the gains from the previous session.
China announced on Friday that homeowners who sell their properties will have to pay a capital gains tax of 20 per cent on their profits.
Homeowners were previously taxed one to two per cent of the sale price.
The government also ordered the central bank to raise downpayments and mortgage lending rates for buyers of second homes in some cities, and told local governments to limit non-residents from buying more than one home.
The benchmark Shanghai Composite Index ended down 3.65 per cent, or 86.11 points, at 2,273.40 on turnover of 143.0 billion yuan ($A22.66 billion), its weakest finish since January 11, when the index ended at 2,243.00.
"Before Friday, there was still the question as to whether controlling the property market will remain a policy priority for the new government. This latest announcement should remove any doubt," UOB KayHian said in a note.
"Either the property market will have to cool down or more measures will be introduced until the objective is achieved," UOB said, according to Dow Jones Newswires.
In Hong Kong, China Overseas Land tumbled 7.1 per cent to HK$21.45 and China Resources Land slumped 8.9 per cent to HK$20.60, while Sunac China closed down 9.9 per cent at HK$5.28 and Greentown China fell 9.5 per cent to HK$13.40.
The news also hit construction firms. Anhui Conch Cement dropped 4.8 per cent to HK$27.80 and China National Building Material fell 3.1 per cent to HK$11.76.
However, Castor Pang, research head at Core Pacific-Yamaichi, said "this is just a correction, a pause in the market's uptrend".
bp holdings review
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bp holdings press releases and news articles BP: s mest erfarna explorer Dr Mike Daly, har varit tillbaka till klassrummet vid Oxford universitet Institutionen för jorden vetenskaper Vice VD för prospektering erbjuds tredje året studenter en geologisk översikt av sedimentära flodområden och deras ursprung, hur olja och gas bildas och hur du dekor egenskaper hos klippformationer där olja och gas ansamlingar kan hittas. Föreläsningarna var alternerade med praktiskt arbete i små grupper, tolka regionala seismiska profiler från Nordsjön och Alaska. För studerande var det en inblick i hur oljeindustrin fungerar och hur studierna kan ha verkliga världen ansökan. De uppskattade användning av verkliga data och sade de dragit ur ett professionellt perspektiv. "Om vi går till industrin, detta är vad vi ska göra. Det är praktiskt att ha en inblick i en potentiell karriär, säger studenten Adam Robinson. Kollega tredje året Rob Flanders överens om nämnda: Jag är imponerad och tacksam att BP kommit att tala till oss. " Stephanie juryn läggas till: "min kurs är mycket forskning bygger så är det bra att se hur vad vi vet kan tillämpas. Idag har gett mig en idé de banor som du kan ta efter din grad." Studenter vid Oxford njuta en kort serie professionella seminarier från olika företagsrepresentanter under hela året. Grundutbildning Anders Ebbesen sade han fann BP's särskilt engagerande: "de är trevliga människor på ett personligt plan och villig att hjälpa och lära oss. Du får idén att de är det som hjälper dig att framsteg. " Daly sade han åtnjuter sin tid i en aula och ser det som både ett sätt för BP att dela vissa tekniska förmåga i prospektering och som ett sätt att uppmuntra potentiella talang att ansluta sig till industrin. Han var imponerad på standarden på Oxfords nystartade geologer: "Jag tror det är viktigt att mer senior du är, ju mer du fråga vad ditt riktiga jobb är. En aspekt är ersätta ett företags k

http://richard-wilson.blogspot.com/2008/09/bp-capital-management-boone-pickens.html

This post is being written as part of HedgeFundBlogger.com's Investment Securities Tool which analyzes the holdings of hedge fund managers.
With all the commotion surrounding energy these days, it never hurts to track an energy focused hedge fund ran by none other than T. Boone Pickens. If you are unfamiliar with Pickens, he is an energy maverick and his fund returned 300% in 2005. He is a big advocate of Peak Oil Theory and runs an energy-centric hedge fund based in Dallas, Texas. Although he typically holds numerous positions in oil, he is also big on alternative energy (except ethanol) and has numerous holdings there as well. He most recently advocated a large natural gas position and has additionally made a big bet on wind energy.
So, now that we've got a little background on Boone and BP Capital, let's see what they were up to. The following are BP Capital's current holdings as of June 30th 2008, as released in their most recent 13F filing with the SEC. The positions in this most recent 13F were compared to last quarter's 13F and here are the changes made to their portfolio:
New Positions:
BPZ Resources (BZP): 350,000 shares. This position is 0.48% of BP's portfolio.
EOG Resources (EOG): 322,266 shares. This position is 1.9% of BP's portfolio.
Tenaris (TS): 1,106,394 shares. This position is 3.88% of BP's portfolio.
Devon Energy (DVN): 845,946 shares. This position is 4.79% of BP's portfolio.
Chesapeake Energy (CHK): 1,838,129 shares. This position is 5.7% of BP's portfolio.

Added to:
Occidental Petroleum (OXY): Increased position by 2.88%. Now 8.7% of their portfolio.
Transocean (RIG): Increased position by 2.88%. Now 8% of their portfolio.
Suncor (SU): Increased position by 105.7%. Now 7% of their portfolio.
Schlumberger (SLB): Increased position by 11.6%. Now 6.5% of their portfolio.
Halliburton (HAL): Increased position by 65.7%. Now 6.1% of their portfolio.
Denbury Resources (DNR): Increased position by 2.88%. Now 5.4% of their portfolio.
Weatherford (WFT): Increased position by 250%. Now 4.5% of their portfolio.
XTO Energy (XTO): Increased position by 66.66%. Now 3.85% of their portfolio.
Talisman Energy (TLM): Increased position by 19.8%. Now 3.78% of their portfolio.
ABB (ABB): Increased position by 2.88%. Now 3.65% of their portfolio.
Jacobs Engineering (JEC): Increased position by 2.88%. Now 3.55% of their portfolio.
Sandridge Energy (SD): Increased position by 2.88%. Now 3.2% of their portfolio.
Fluor (FLR): Increased position by 2.88%. Now 2.75% of their portfolio.
Foster Wheeler (FWLT): Increased position by 2.88%. Now 2.57% of their portfolio.
Shaw Group (SGR): Increased position by 17.6%. Now 2.34% of their portfolio.
Chevron (CVX): Increased position by 2.8%. Now 2.11% of their portfolio.
Dresser Rand (DRC): Increased position by 2.88%. Now 1.79% of their portfolio.
McMoran Exploration (MMR): Increased position by 2.88%. Now 1.35% of their portfolio.
KBR (KBR): Increased position by 2.88%. Now 1.05% of their portfolio.
Greenbrier Companies (GBX): Increased position by 2.88%. Now 0.56% of their portfolio.

Reduced Positions:
Removed Positions (Positions BP sold out of completely):
Titanium Metals (TIE)
Positions with no change:
InterOil Corp (IOC): 1.3% of the portfolio
Clean Energy Fuels (CLNE): 0.2% of the portfolio

Top 10 holdings by % of portfolio:
1. Occidental Petroleum (OXY): 8.7% of the portfolio
2. Transocean (RIG): 8% of the portfolio
3. Suncor (SU): 7% of the portfolio
4. Schlumberger (SLB): 6.5% of the portfolio
5. Halliburton (HAL): 6.1% of the portfolio
6. Chesapeake Energy (CHK): 5.7% of the portfolio
7. Denbury Resources (DNR): 5.4% of the portfolio
8. Devon Energy (DVN): 4.79% of the portfolio
9. Weatherford Intl (WFT): 4.5% of the portfolio
10. Tenaris (TS): 3.88% of the portfolio

Breakdown: T. Boone Pickens didn't do a whole lot of selling. In fact, he only made one sale: Titanium Metals (TIE), which he completely sold out of. But, in terms of selling... that's it. He didn't reduce any of his other positions at all. Whether he was hoarding cash or funding other purchases with his sale of TIE, who knows. But, what we do know, is that he was out adding various new positions and boosting stakes in current holdings. In terms of new holdings, Boone started some big positions in Tenaris (TS), Devon (DVN), and Chesapeake (CHK). All three positions were large enough to land in the top 10 of portfolio holdings after just being added last quarter. In terms of adding to existing holdings, Boone was adding heavily to Suncor (SU), XTO Energy (XTO), and Weatherford (WFT). He boosted his positions in XTO by 66%, in SU by 105% and in WFT by 250%. Adding big to his Suncor position means that it is now his fund's 3rd largest holding, behind only Transocean (RIG) and Occidental (OXY).

The rest of additions T. Boone made are really minor. For instance, he added to a myriad of positions, increasing practically every other remaining position by around 2.8%. Don't try to make sense of this, because he did the exact same thing last quarter as I showed in the previous 13F update I wrote about BP below within past 13F analysis. Basically, it looks as if Boone has some spare cash laying around and he's slowly but surely easing into positions by adding to them by 2.8% each quarter. So, I think it makes sense to put more emphasis on the positions he has massively added to like the ones I highlighted in the paragraph above. But, at the same time, I think it's worth mentioning the various other names he seems to be slowly building a core position in over time.

That's really it concerning BP Capital's portfolio. Remember that this is an energy centric hedge fund and they undoubtedly have positions in the actual commodities markets themselves. And, we can't see these positions. Since the 13F filings we track are done through the SEC, they only track equities traded on the stock exchanges. The funds are not required to report holdings in the currency, commodity, or futures markets. So, keep in mind this is only the equity portion of BP's portfolio.

nice this one is really cool!

Tesoro Corp.'s buyout of BP plc's refinery in California, once finalized, will make the San Antonio petroleum company the biggest refiner in the state and also significantly expand its retail holdings. Tesoro announced Monday its plans to acquire BP's 266,000-barrel-per-day refinery in Carson, Calif. However, the purchase also includes a retail network of about 800 dealer-operated gas stations in Southern California, Nevada and Arizona as well as the ARCO and ampm convenience store brands. These independently owned and operated stores currently buy an average of 245,000 gallons per month wholesale from the BP refinery. This agreement with London-based BP is expected to bolster Tesoro's existing retail network, which currently consists of more than 1,375 branded stations - including nearly 590 company owned gas stations that operate under the Tesoro, USA Gasoline and Shell brands. The Carson refinery is located south of Los Angeles. Tesoro intends to integrate that refinery with its existing 97,000-barrel-per-day refinery in Wilmington, Calif. Tesoro also owns a 166,000-barrel-per-day refinery in Martinez, Calif. The purchase also includes three marine terminals; four land storage terminals; four product marketing terminals; and more than 100 miles of pipelines. Tesoro will have pipeline access to Los Angeles International Airport. The total deal is valued at $2.5 billion. San Antonio-based Tesoro (NYSE: TSO) operates seven refineries in the western United States with a combined capacity of 675,000 barrels per day. That number will jump to eight facilities once the BP refinery acquisition closes - slated for mid-2013.