Mitchell Group

Mitchell as of Sept. 30, 2013

Portfolio Holdings for Mitchell

Mitchell holds 35 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Noble Energy 5.6 $52M 771k 67.01
EQT Corporation (EQT) 5.4 $50M 561k 88.72
Anadarko Petroleum Corporation 5.1 $48M 512k 92.99
Newfield Exploration 4.3 $40M 1.5M 27.37
Pioneer Natural Resources 4.2 $39M 206k 188.80
Marathon Oil Corporation (MRO) 4.1 $38M 1.1M 34.88
Royal Dutch Shell 3.9 $36M 555k 65.68
EOG Resources (EOG) 3.9 $36M 212k 169.28
Cabot Oil & Gas Corporation (CTRA) 3.7 $34M 919k 37.32
National Fuel Gas (NFG) 3.7 $34M 497k 68.76
Devon Energy Corporation (DVN) 3.6 $34M 583k 57.76
Approach Resources 3.6 $33M 1.3M 26.28
QEP Resources 3.4 $31M 1.1M 27.69
Schlumberger (SLB) 3.3 $31M 346k 88.36
Hess (HES) 3.3 $30M 393k 77.34
Statoil ASA 3.1 $29M 1.3M 22.68
Apache Corporation 3.0 $28M 331k 85.14
Halliburton Company (HAL) 3.0 $28M 573k 48.15
Williams Companies (WMB) 2.9 $27M 747k 36.36
Canadian Natural Resources (CNQ) 2.8 $26M 837k 31.44
Occidental Petroleum Corporation (OXY) 2.8 $26M 276k 93.54
Chevron Corporation (CVX) 2.5 $24M 193k 121.50
Rowan Companies 2.5 $23M 632k 36.72
National-Oilwell Var 2.5 $23M 291k 78.11
Cameron International Corporation 2.3 $22M 372k 58.37
Energen Corporation 2.1 $20M 256k 76.39
Baker Hughes Incorporated 2.1 $19M 390k 49.10
Nabors Industries 1.5 $14M 879k 16.06
Ensco Plc Shs Class A 1.5 $14M 256k 53.75
Cimarex Energy 1.3 $12M 123k 96.40
Superior Energy Services 1.2 $11M 451k 25.04
Range Resources (RRC) 0.6 $5.7M 76k 75.89
Southwestern Energy Company 0.5 $4.3M 119k 36.38
Energy Xxi 0.4 $3.9M 130k 30.21
Comstock Resources 0.4 $3.4M 215k 15.91