SEC 13F Intelligence

Ironbridge Private Wealth, LLC / OXY

Ironbridge Private Wealth, LLC’s Occidental Pete Corp Position

Does Ironbridge Private Wealth, LLC own Occidental Pete Corp (OXY)? Not currently — the last reported position was 85.4K shares worth $4M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2024
Shares
85.4K
% of Portfolio
+1.55%
Quarters Held
6
position exited

Position History OXY

Reported value by quarter
Q4 ’22: $7MQ4 ’22Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24Q3 ’24: $2MQ3 ’24Q4 ’24: $4MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202485.4K$4M+1.55%
Q3 202448.4K$2M+0.93%
Q2 202444.0K$3M+1.04%
Q1 202442.2K$3M+1.14%
Q4 202341.3K$2M+1.20%
Q4 2022110.9K$7M+5.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ironbridge Private Wealth, LLC’s full portfolio or all institutional holders of OXY.