Mitchell Group

Mitchell as of Dec. 31, 2012

Portfolio Holdings for Mitchell

Mitchell holds 40 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Noble Energy 5.3 $40M 397k 101.74
QEP Resources 4.5 $34M 1.1M 30.27
Newfield Exploration 4.4 $34M 1.3M 26.78
Anadarko Petroleum Corporation 4.1 $32M 424k 74.31
Pioneer Natural Resources (PXD) 4.1 $31M 293k 106.59
Williams Companies (WMB) 3.8 $29M 883k 32.74
Marathon Oil Corporation (MRO) 3.8 $29M 937k 30.66
EOG Resources (EOG) 3.6 $28M 230k 120.79
Royal Dutch Shell 3.5 $26M 380k 68.95
Apache Corporation 3.4 $26M 333k 78.50
Devon Energy Corporation (DVN) 3.4 $25M 489k 52.04
National Fuel Gas (NFG) 3.3 $25M 500k 50.69
Kinder Morgan (KMI) 3.3 $25M 712k 35.33
Approach Resources 3.3 $25M 1.0M 25.01
Cabot Oil & Gas Corporation (CTRA) 3.2 $25M 492k 49.74
Canadian Natural Resources (CNQ) 3.2 $25M 849k 28.87
National-Oilwell Var 2.9 $22M 322k 68.35
Hess (HES) 2.9 $22M 411k 52.96
Occidental Petroleum Corporation (OXY) 2.8 $21M 276k 76.61
Chevron Corporation (CVX) 2.7 $21M 192k 108.14
Cameron International Corporation 2.6 $20M 352k 56.46
Schlumberger (SLB) 2.3 $18M 255k 69.30
Exxon Mobil Corporation (XOM) 2.3 $17M 199k 86.55
CenterPoint Energy (CNP) 2.2 $17M 867k 19.25
Talisman Energy Inc Com Stk 2.2 $16M 1.5M 11.33
Ensco Plc Shs Class A 2.1 $16M 271k 59.28
Halliburton Company (HAL) 2.0 $15M 445k 34.69
Rowan Companies 2.0 $15M 487k 31.27
Forum Energy Technolo 1.7 $13M 509k 24.75
Energen Corporation 1.6 $12M 261k 45.09
Petroleo Brasileiro SA (PBR.A) 1.5 $12M 598k 19.31
Superior Energy Services 1.3 $9.8M 471k 20.72
Nabors Industries 1.2 $9.4M 653k 14.45
Range Resources (RRC) 0.6 $4.8M 76k 62.83
Magnum Hunter Resources Corporation 0.6 $4.6M 1.1M 3.99
Southwestern Energy Company (SWN) 0.5 $4.0M 119k 33.41
Comstock Resources 0.5 $3.8M 253k 15.12
Quicksilver Resources 0.5 $3.5M 1.2M 2.86
Cimarex Energy 0.4 $3.3M 57k 57.73
Endeavour International C 0.3 $2.3M 435k 5.18