T Boone Pickens's BP Capital Management Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
ANADARKO PETROLEUM CORPORATION APC 4,690 4.60% 54,575 85.94 45,000 87.44 Add 21.28%
APACHE CORPORATION APA 9,594 9.41% 114,440 83.83 124,829 77.16 Reduce -8.32%
APPLE INC AAPL 0 0.00% 0 0.00 500 442.00 Sold out -100.00%
ARCH COAL ACI 0 0.00% 0 0.00 650,000 5.43 Sold out -100.00%
BANK OF AMERICA CORPORATION BAC 231 0.23% 18,000 12.83 0 0.00 New investment 100.00%
BARRICK GOLD CORPORATION ABX 157 0.15% 10,000 15.70 0 0.00 New investment 100.00%
BASIC ENERGY SERVICES INC BAS 2,708 2.66% 223,992 12.09 225,000 13.67 Reduce -0.45%
BHP BILLITON LTD BHP 231 0.23% 4,000 57.75 0 0.00 New investment 100.00%
BONANZA CREEK ENERGY INC BCEI 6,448 6.33% 181,829 35.46 0 0.00 New investment 100.00%
BP PLC BP 209 0.21% 5,000 41.80 5,000 42.40 No change 0.00%
CABOT OIL AND GAS CORP COG 4,949 4.86% 69,686 71.02 0 0.00 New investment 100.00%
CHEVRON CORPORATION CVX 249 0.24% 2,100 118.57 0 0.00 New investment 100.00%
CONCHO RESOURCES INC CXO 4,974 4.88% 59,417 83.71 45,000 97.42 Add 32.04%
CONSOL ENERGY INC CNX 0 0.00% 0 0.00 150,000 33.65 Sold out -100.00%
DEVON ENERGY CORP DVN 2,447 2.40% 47,166 51.88 122,295 56.42 Reduce -61.43%
DOW CHEMICAL CO DOW 235 0.23% 7,300 32.19 3,800 31.84 Add 92.11%
ENTERPRISE PRODUCTS PARTNERS LP EPD 0 0.00% 0 0.00 4,000 60.25 Sold out -100.00%
EOG RESOURCES INC EOG 3,921 3.85% 29,776 131.68 0 0.00 New investment 100.00%
FREEPORT MCMORAN COPPER AND GOLD INC FCX 497 0.49% 18,000 27.61 7,900 33.04 Add 127.85%
GASTAR EXPLORATION LTD GST 3,041 2.98% 1,138,859 2.67 1,140,059 1.76 Reduce -0.11%
GENERAL ELECTRIC COMPANY GE 232 0.23% 10,000 23.20 10,000 23.10 No change 0.00%
GOODRICH PETROLEUM CORPORATION GDP 7,646 7.50% 597,312 12.80 600,000 15.65 Reduce -0.45%
GULFPORT ENERGY CORPORATION GPOR 4,094 4.02% 86,940 47.09 125,000 45.83 Reduce -30.45%
HALCON RESOURCES CORPORATION HK 0 0.00% 0 0.00 498,285 7.79 Sold out -100.00%
HALLIBURTON CO HAL 2,077 2.04% 49,776 41.73 50,000 40.42 Reduce -0.45%
INVESCO MORTGAGE CAPITAL INC c46131B100 215 0.21% 13,000 16.54 0 0.00 New investment 100.00%
ISHARES MSCI MEXICO CAPPED INVESTABLE MARKET INDEX FUND EWW 130 0.13% 2,000 65.00 0 0.00 New investment 100.00%
MARATHON PETROLEUM CORPORATION MPC 2,466 2.42% 34,709 71.05 64,777 89.60 Reduce -46.42%
NEWFIELD EXPLORATION CO NFX 1,983 1.95% 83,000 23.89 0 0.00 New investment 100.00%
NEWMONT MINING CORP HOLDING CO NEM 180 0.18% 6,000 30.00 12,000 41.92 Reduce -50.00%
OCCIDENTAL PETROLEUM CORPORATION OXY 0 0.00% 0 0.00 78,300 78.37 Sold out -100.00%
PHILLIPS 66 PSX 2,924 2.87% 49,641 58.90 79,725 69.97 Reduce -37.73%
PIONEER NATURAL RESOURCES CO PXD 4,275 4.19% 29,534 144.75 104,000 124.25 Reduce -71.60%
PROSHARES ULTRASHORT YEN YCS 256 0.25% 4,000 64.00 0 0.00 New investment 100.00%
RANGE RESOURCES CORP RRC 3,457 3.39% 44,709 77.32 0 0.00 New investment 100.00%
SEADRILL LTD SDRL 257 0.25% 6,300 40.79 0 0.00 New investment 100.00%
SEADRILL PARTNERS LLC SDLP 294 0.29% 10,000 29.40 0 0.00 New investment 100.00%
SM ENERGY COMPANY SM 5,665 5.56% 94,440 59.99 0 0.00 New investment 100.00%
SUNCOR ENERGY INC SU 6,635 6.51% 225,000 29.49 0 0.00 New investment 100.00%
TALLGRASS ENERGY PARTNERS LP c874697105 210 0.21% 10,000 21.00 0 0.00 New investment 100.00%
TESORO CORPORATION TSO 3,377 3.31% 64,552 52.31 99,657 58.55 Reduce -35.23%
TRANSOCEAN LTD RIG 206 0.20% 4,300 47.91 0 0.00 New investment 100.00%
VALERO ENERGY VLO 792 0.78% 22,785 34.76 72,819 45.50 Reduce -68.71%
WEATHERFORD INTERNATIONAL LTD WFT 3,083 3.02% 225,000 13.70 0 0.00 New investment 100.00%
WHITING PETROLEUM CORP WLL 6,888 6.76% 149,440 46.09 0 0.00 New investment 100.00%
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