If you have correct numbers for any/all, feel free to let me know.
The first column of numbers was posted January 31, 2012. It was based on best information I had at the time and was taken from my "Snapshot" page. The disclaimer at the "Snapshot" page should also be noted: that page is irregularly updated and contains many, many errors. It is for my use only.
If the first column (of numbers) is blank, it means I did not include it in the 2012 post, but am including that operator in this posting for the first time.
The second column (of numbers) in the data below is taken from the same "Snapshot" page. If the second column is blank, it means a) I have no data to suggest any change from the first column; and/or b) there was a huge change, but I don't know what it was (Anschutz, Denbury Onshore are two good examples).
Huge changes in acreage are not always explained on my "Snapshot" page which is concerning (a good example is the huge change in XTO's acreage).
This information is for my use only. Feel free to look at it but don't consider it at all accurate. As I get updated data in the 4Q14 presentations, I will update the "Snapshot" page.
At any given moment the amount of acreage owned/controlled by any one individual/company can change, simply because deals are being done "all the time" in the oil patch. Announced deals may or may not close.
"Non-material" changes might not be reported by publicly-owned companies; private companies do not have to reveal transactions.
Again, this information is for my use only. Do not make any financial, investment, relationship decisions based on this data. Consider it full of major and minor, trivial and non-trivial errors. If this information is at all important to you, go to a more reliable source, which would be almost anybody except Joe standing on a corner in Winslow, Arizona.
But it gives me an idea of who owns what in the Bakken. I tried to limit Bakken acreage to North Dakota, but some operators include Montana acreage, and some also include Canadian Bakken acreage. Of note, I believe KOG included some MT acreage which affects Whiting's Bakken acreage.
The spreadsheet is arranged in descending acreage based on the 2012 data.
CLR | 923,270 | 1,197,684 |
Hess | 900,000 | 640,000 |
Whiting | 680,137 | 868,000 |
EOG | 580,000 | 580,000 |
COP | 460,000 | 620,000 |
XTO (XOM) | 410,000 | 600,000 |
MRO | 391,000 | 370,000 |
Statoil (BEXP) | 375,800 | 378,000 |
CHK | 320,000 | 427,000 |
Oasis | 307,430 | 505,960 |
Denbury | 266,000 | |
ERF | 215,000 | 215,000 |
SM | 204,000 | 159,000 |
OXY USA | 200,000 | 335,000 |
Breitling | 200,000 | 200,000 |
NOG | 160,000 | 185,000 |
KOG | 155,000 | 0 |
Newfield | 140,000 | 100,000 |
Baytex | 126,400 | 76,000 |
Ursa | 110,000 | |
Slawson Expl | 100,000 | |
MDU (Fidelity) | 95,000 | 124,000 |
QEP | 89,000 | 117,600 |
Williams | 85,800 | |
Triangle | 83,500 | 190,450 |
Magnum | 78,000 | 97,000 |
Emerald | 68,800 | |
Sequel | 65,000 | |
Halcon (GEOI) | 46,000 | 131,000 |
Spotted Hawk | 39,090 | |
GMXR | 35,524 | 34,918 |
Resolute | 33,415 | |
VOG | 32,000 | 0 |
USEG | 25,200 | |
Renegade | 23,673 | |
Slawson Energy | 2,300 | |
Abraxas | 20,853 | 18,290 |
Amer Eagle | 46,800 | |
Unit | 12,750 | |
LINN | 11,193 | 17,000 |
Mountainview | 11,000 | 36,000 |
Williston Expl | 10,000 | |
Open Range | 7,700 | |
CREDO | 6,000 | |
Surge | 6,000 | |
Samson O&G | 3,033 | |
Anschutz | ||
Samson Res |
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