13F-HR 1 h16789e13fvhr.txt JVL ADVISORS, L.L.C.- JUNE 30, 2004 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2004 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: JVL Advisors, L.L.C. Address: 717 Texas Ave., Suite 3000 Houston, Texas 77002 Form 13F File Number: 028-10616 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: John V. Lovoi Title: Manager Phone: 713-238-2050 Signature, Place, and Date of Signing: /s/ John V. Lovoi Houston, Texas July 14, 2004 [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: -0- Form 13F Information Table Entry Total: 33 Form 13F Information Table Value Total: $10,319 (thousands) List of Other Included Managers: None FORM 13F INFORMATION TABLE

~~FORM 13F INFORMATION TABLE~~ VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- NELSON RES LTD COM COM g64180105 68 72500 SH SOLE 72500 *** ROYAL DUTCH PETROLEUM CO COM 780257804 207 4000 SH SOLE 4000 ADAMS RES & ENERGY INC COM NEW COM 006351308 ~~234~~185 ~~17300~~12500 SH SOLE ~~17300~~12500 CEARENA ~~FRANKLIN~~RESOURCES ~~LTDCMN~~INC COM ~~125151100~~COM 46040049108 ~~22000~~308 42300 SH SOLE ~~22000~~42300 ~~GASCO~~BERRY PETE CO CL A COM 085789105 238 8100 SH SOLE 8100 BETA OIL & GAS INC COM NEW COM 08659a302 78 11900 SH SOLE 11900 CHAPARRAL RES INC COM PAR $0.1 COM 159420306 55 47800 SH SOLE 47800 CHENIERE ENERGY INC COM NEW COM ~~367220100~~16411r208 ~~133~~391 ~~103900~~20000 SH SOLE ~~103900~~20000 CHESAPEAKE ENERGY CORP COM 165167107 213 14500 SH SOLE 14500 CONSOL ENERGY INC. COM 20854p109 252 7000 SH SOLE 7000 DAUGHERTY RES INC COM COM 62912t103 201 44400 SH SOLE 44400 DRIL-QUIP INC COM 262037104 511 27300 SH SOLE 27300 ENERGAS RES INC COM COM 29265e108 222 600000 SH SOLE 600000 ENERGYTEC INC COM COM 29275m108 477 193850 SH SOLE 193850 HANOVER COMPRESSOR CO COM 410768105 292 24500 SH SOLE 24500 HARVEST NATURAL RES COM COM 41754v103 ~~298~~447 30000 SH SOLE 30000 ~~INPUT/OUTPUT~~HORNBECK ~~INC~~OFFSHORE SVCS COM ~~457652105~~COM 45440543106 ~~10000~~274 21000 SH SOLE ~~10000~~21000 MAGELLAN PETE CORP COM COM 559091301 176 134400 SH SOLE 134400 MARATHON OIL CORP COM 565849106 587 15500 SH SOLE 15500 MATRIX SVC CO COM COM 576853105 522 57000 SH SOLE 57000 MIRANT CORPCMN COM 604675108 87 20000 SH SOLE 20000 ~~OIL~~MISSION ~~STS~~RESOURCES CORP COM COM 605109107 142 25000 SH SOLE 25000 NOPEC INTL ~~INC~~ASA ~~DEL~~ORD COM ~~COM~~r4745l106 ~~678026105~~839 ~~223~~51900 ~~16000~~ SH SOLE ~~16000~~51900 ~~PETROKAZAHKSTAN~~OFFSHORE LOGISTICS INC COM COM ~~71649p102~~676255102 ~~259~~253 ~~11500~~9000 SH SOLE ~~11500~~9000 ~~PLAINS~~PETROKAZAHKSTAN ~~EXPL~~INC ~~AND~~COM ~~PRODCTN~~ COM ~~726505100~~71649p102 ~~200~~449 ~~13000~~16500 SH SOLE ~~13000~~16500 QUANTA SERVICES INC COM 74762e102 91429 ~~12500~~69000 SH SOLE ~~12500~~69000 ~~SYNTROLEUM~~RANGE RES CORP COM ~~871630109~~COM 4375281a109 ~~10000~~263 18000 SH SOLE ~~10000~~18000 RPC INC COM COM 749660106 189 12000 SH SOLE 12000 SASOL LTD SPONSORED ADR COM 803866300 764 48550 SH SOLE 48550 TOREADOR RES CORP COM COM 891050106 78495 ~~16700~~67400 SH SOLE ~~16700~~67400 USEC INC COM 90333e108 ~~233~~566 ~~27700~~64500 SH SOLE ~~27700~~64500 ~~WILLBROS~~VAALCO ~~GROUP~~ENERGY INC COM NEW COM ~~969199108~~91851c201 ~~180~~123 ~~15000~~65000 SH SOLE ~~15000~~65000 WHITTIER ENERGY CORP COM COM 966785107 95 51300 SH SOLE 51300

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