Thomas Boone Pickens Portfolio Q1/2011

Thomas Boone Pickens is an American financier and investor and chairman of the hedge fund BP Capital Management. He was well-known as takeover operator and corporate raider especially within the 1980s. His main wealth came from the Oil & Gas sector.

During the quarter T. Boone Pickens had 22 total positions. Funds at BP Capital were valuated at USD 358 million.

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These are the Pickens's top stock initiations, closings, buys, and sells:

Top positions closed out by T. Boone Pickens: None
Top positions initiated by T. Boone Pickens: APA, CNQ, AREX, ABB,
Top positions decreased by T. Boone Pickens: None
Top positions increased by T. Boone Pickens: NE, BP, EOG, WFT, MUR, OXY, GST,
Top positions unchanged by T. Boone Pickens: CHK, SD, PXP, MMR, SU, DVN, OLL, HAL, NOV, DWSN, AONE

Here is a list of T. Boone Pickens’s current investment portfolio as of March 31, 2011:

Symbol / Co	Analysis	Movements
NE	8.83% of portfolio.	Position changed by +358,300 shares.
Noble Corporation	0.28% held.
	694,300 shares.
CHK	8.25% of portfolio.	Position unchanged.
Chesapeake Energy...	0.13% held.
	883,350 shares.
BP	7.43% of portfolio.	Position changed by +93,000 shares.
BP Plc	0.02% held.
	604,370 shares.
SD	6.91% of portfolio.	Position unchanged.
SandRidge Energy ...	0.47% held.
	1.94 million shares.
EOG	6.57% of portfolio.	Position changed by +18,600 shares.
EOG Resources	0.07% held.
	198,900 shares.
WFT	6.14% of portfolio.	Position changed by +100,000 shares.
Weatherford Inter...	0.13% held.
	975,340 shares.
PXP	6.1% of portfolio.	Position unchanged.
Plains Exploratio...	0.43% held.
	604,200 shares.
MMR	5.78% of portfolio.	Position unchanged.
McMoRan Explorati...	0.74% held.
	1.17 million shares.
APA	5.6% of portfolio.	Position new.
Apache Corporation	0.04% held.
	153,600 shares.
SU	4.478 of portfolio.	Position unchanged.
Suncor Energy Inc.	0.02% held.
	358,120 shares.
CNQ	4.07% of portfolio.	Position new.
Canadian Natural ...	0.03% held.
	295,500 shares.
MUR	3.81% of portfolio.	Position changed by +137,840 shares.
Murphy Oil Corpor...	0.1% held.
	186,400 shares.
DVN	3.8% of portfolio.	Position unchanged.
Devon Energy Corp...	0.04% held.
	148,410 shares.
OII	3.78% of portfolio.	Position unchanged.
Oceaneering Inter...	0.28% held.
	151,510 shares.
HAL	3.74% of portfolio.	Position unchanged.
Halliburton Company	0.03% held.
	269,240 shares.
NOV	3.71% of portfolio.	Position unchanged.
National Oilwell ...	0.04% held.
	168,000 shares.
OXY	3.59% of portfolio.	Position changed by +48,400 shares.
Occidental Petrol...	0.02% held.
	123,180 shares.
DWSN	3.21% of portfolio.	Position unchanged.
Dawson Geophysica...	3.32% held.
	262,230 shares.
GST	1.68% of portfolio.	Position changed by +67,200 shares.
Gastar Exploratio...	1.93% held.
	1.24 million shares.
AREX	0.96% of portfolio.	Position new.
Approach Resource...	0.36% held.
	102,300 shares.
AONE	0.82% of portfolio.	Position unchanged.
A123 Systems Inc.	0.44% held.
	465,300 shares.
ABB	0.75% of portfolio.	Position new.
ABB Ltd.	0.01% held.
	111,600 shares.

Related stock ticker symbols:
APA, CNQ, AREX, ABB, NE, BP, EOG, WFT, MUR, OXY, GST, CHK, SD, PXP, MMR, SU, DVN, OLL, HAL, NOV, DWSN, AONE

Selected Articles:

· George Soros Current Investment Portfolio as of Q1/2011

· Warren Buffett’s Current Dividend Portfolio Q1/2011

· 100 Best Growth Stocks – Part IV

· Thomas Boone Pickens Portfolio Q4/2010

· High Yielding Oil And Gas Drilling And Exploration Stocks