BP Capital (Boone Pickens) discloses updated portfolio positions in 13F filing: New positions in AMGP, PSXP, AA
Highlights from 2017 Q2 filing as compared to 2017 Q1 filing:
- New positions in: AMGP (~0.2 mln shares), PSXP (~0.18 mln), AA (~0.14 mln), PWR (~0.12 mln), HESM (~0.09 mln)
- Increased positions in: PUMP (to ~0.36 mln from ~0.06 mln), FET (to ~0.22 mln from ~0.14 mln), PAA (to ~0.16 mln from ~0.11 mln), WPX (to ~0.43 mln from ~0.38 mln) SEP (to ~0.07 mln from ~0.03 mln), RRC (to ~0.19 mln from ~0.15 mln)
- Maintained positions in: EPD (~0.34 mln shares), WPZ (~0.24 mln shares), MPLX (~0.21 mln shares), WES (~0.13 mln shares)
- Closed positions in: NR (from ~0.18 mln shares), HZN (from ~0.14 mln), SUN (from ~0.11 mln), AM (from ~0.1 mln), CQH (from ~0.07 mln)
- Decreased positions in: KMI (to ~0.13 mln shares from ~0.49 mln shares), DKL (to ~0.06 mln from ~0.11 mln), HUN (to ~0.17 mln from ~0.22 mln), SUM (to ~0.09 mln from ~0.13 mln), GT (to ~0.13 mln from ~0.16 mln)