BP Capital (Boone Pickens) discloses updated portfolio positions in 13F filing: New positions in MRC, EEP, VLP
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: MRC (~0.21 mln shares), EEP (~0.18 mln), VLP (~0.09 mln), SHLX (~0.09 mln), DM (~0.08 mln),HEP (~0.08 mln)
- Increased positions in: EPD (to ~0.4 mln shares from ~0.34 mln shares), FET (to ~0.26 mln from ~0.22 mln), MMP(to ~0.08 mln from ~0.04 mln), SEP (to ~0.1 mln from ~0.07 mln), HESM (to ~0.11 mln from ~0.09 mln) PAA (to ~0.18 mln from ~0.16 mln), PXD (to ~0.03 mln from ~0.02 mln) EQM (to ~0.06 mln from ~0.05 mln), TEP (to ~0.04 mln from ~0.04 mln),
- Maintained positions in: ETP (~0.43 mln shares), WPZ (~0.25 mln shares), MPLX (~0.22 mln shares), PSXP (~0.19 mln shares), TRGP (~0.15 mln shares), BPL (~0.13 mln shares), WES (~0.13 mln shares), FANG (~0.06 mln shares)
- Closed positions in: ENBL (from ~0.24 mln shares), SND (from ~0.15 mln), NBLX (from ~0.07 mln), DKL (from ~0.06 mln), NSH (from ~0.05 mln)
- Decreased positions in: LNG (to ~0.06 mln shares from ~0.1 mln shares), WLK (to ~0.03 mln from ~0.08 mln), GT(to ~0.11 mln from ~0.13 mln), AA (to ~0.12 mln from ~0.14 mln), OXY (to ~0.05 mln from ~0.07 mln), AGU (to ~0.03 mln from ~0.04 mln), SUM (to ~0.08 mln from ~0.09 mln