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LUCAS CAPITAL MANAGEMENT Information

2 BRIDGE AVE., RED BANK, New Jersey, 07701, (732) 758-1004

Report Date: 12/31/2012

Position Statistics:

Total Positions 139
New Positions 14
Increased Positions 56
Decreased Positions 60
Positions with Activity 116
Sold Out Positions 10
Total Mkt Value
(in $ millions)		 315

Sector Weighting

Basic Materials 2.09%
Capital Goods 1.62%
Conglomerates
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 1.58%
Energy 66.05%
Financial 12.46%
Healthcare 3.36%
Services 1.79%
Technology 5.23%
Transportation 0.16%
Utilities 5.24%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

139 Positions as of 12/31/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
PLAINS EXPL& PRODTN CO COM 943 -8,627 (90.15) 20,700
ROYAL DUTCH SHELL PLC SPONS ADR A 5,831 -6,102 (51.14) 86,000
DEVON ENERGY CORP NEW COM -4,553 Sold Out 0
EOG RES INC COM 4,653 -4,287 (47.96) 34,400
OCCIDENTAL PETE CORP DEL COM 12,032 -3,635 (23.2) 129,600
MCMORAN EXPLORATION CO COM 242 -3,224 (93.02) 14,450
CANADIAN NAT RES LTD COM 3,034 -3,116 (50.67) 102,775
NATIONAL FUEL GAS CO N J COM 4,079 -2,659 (39.47) 63,800
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 4,656 -2,636 (36.14) 89,634
SUNCOR ENERGY INC NEW COM 10,365 -2,139 (17.11) 323,900
APACHE CORP COM -2,028 Sold Out 0
EXXON MOBIL CORP COM 9,832 -1,638 (14.28) 107,147
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 7,117 -1,279 (15.24) 120,435
CENOVUS ENERGY INC COM 4,581 -972 (17.51) 152,200
CHEVRON CORP NEW COM -903 Sold Out 0
RANGE RES CORP COM -805 Sold Out 0
KODIAK OIL & GAS CORP COM -794 Sold Out 0
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 1,017 -590 (36.71) 28,700
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 5,877 -574 (8.9) 101,370
B & G FOODS INC NEW COM 2,836 -472 (14.27) 90,743