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5%+ stakes · Schedule 13D and 13G

Pacific Coast Oil Trust: 5%+ holders

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Who has reported owning 5% or more of Pacific Coast Oil Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Pacific Coast Oil Trust. The largest reported stake is Eriksen Capital Management LLC's, at 11.7%. 2 filings are on record since August 4, 2025 (Schedule 13D, December 9, 2025).

SHIPYARD CAPITAL LP also filed stake reports on 1 other company ↓

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At 5% or more2
Filings2
Latest filing2025-12-09

Pacific Coast Oil Trust has 2 Schedule 13D or 13G filings on record since 2025-08-04. 2 holders' latest filing reports 5% or more of units of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Eriksen Capital Management LLC11.7%4,532,246SCHEDULE 13D, 2025-12-092025-12-08
Shipyard Capital Management LLC10.5%3,212,503SCHEDULE 13D/A, 2025-08-042025-08-04

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Purpose of Transaction (Item 4)

Shipyard Capital Management LLC

The Reporting Persons acquired shares of Pacific Coast for investment purposes. Shipyard, CCP, ECM, Mr. Eriksen, and Eriksen Family LLC believe that the trustee is not properly representing unitholders. The trustee has refused to file suit against Pacific Coast Energy Company LP ("PCEC"), the operator of Pacific Coast Oil Trust, for what we believe are illegal and improper assessments against the trust, preventing the trust from making distributions and potentially forcing dissolution and liquidation, which we believe would harm unitholders. In addition, the Trustee has not required escrow of the assessed asset retirement obligations which we believe could subject them to potential appropriation by the owners of PCEC or be subject to any claims against PCEC. While we continue to believe the assessment was improper, we believe that the assessed funds, along with interest, should be returned to the Trust (unitholders) should the trust be liquidated and sold since asset retirement obligations transfer to any new buyer. In pursuing such investment purposes, the Reporting Persons may further purchase, hold, vote, trade, dispose or otherwise deal in the units at times, and in such manner, as they deem advisable to benefit from, among other things, (1) changes in the market prices of the units; (2) changes in the Issuer's operations, business strategy or prospects; or (3) from the sale or merger of the Issuer. To evaluate such alternatives, the Reporting Persons will closely …The first part of Item 4 of the SCHEDULE 13D/A filed 2025-08-04; the filing has the rest

Eriksen Capital Management LLC

The Reporting Persons acquired shares of Pacific Coast for investment purposes. Shipyard, CCP, ECM, Mr. Eriksen, and Eriksen Family LLC believe that the trustee is not properly representing unitholders. The trustee has refused to file suit against Pacific Coast Energy Company LP ("PCEC"), the operator of Pacific Coast Oil Trust, for what we believe are illegal and improper assessments against the trust, preventing the trust from making distributions and potentially forcing dissolution and liquidation, which we believe would harm unitholders. In addition, the Trustee has not required escrow of the assessed asset retirement obligations which we believe could subject them to potential appropriation by the owners of PCEC or be subject to any claims against PCEC. Further, we believe the Trustee is incorrectly allowing PCEC to charge accretion to the Trust for the full amount of the asset retirement obligation, not the reported remaining balance. While we continue to believe the assessment was improper, we believe that the assessed funds, along with interest, should be returned to the Trust (unitholders) should the trust be liquidated and sold since asset retirement obligations transfer to any new buyer. In pursuing such investment purposes, the Reporting Persons may further purchase, hold, vote, trade, dispose or otherwise deal in the units at times, and in such manner, as they deem advisable to benefit from, among other things, (1) changes in the market prices of the …The first part of Item 4 of the SCHEDULE 13D filed 2025-12-09; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-08-04Shipyard Capital Management LLC10.5%SCHEDULE 13D/A
2025-12-09Eriksen Capital Management LLC11.7%SCHEDULE 13D

Questions about who owns Pacific Coast Oil Trust

Who owns Pacific Coast Oil Trust?

On this page, 2 holders' latest ownership filings report 5% or more of Pacific Coast Oil Trust: Eriksen Capital Management LLC (11.7%, Schedule 13D, filed 2025-12-09) and Shipyard Capital Management LLC (10.5%, Schedule 13D/A, filed 2025-08-04).

Who are the largest shareholders of Pacific Coast Oil Trust?

By the share each holder's latest filing reports, the largest holders of Pacific Coast Oil Trust on this page are Eriksen Capital Management LLC (11.7%) and Shipyard Capital Management LLC (10.5%).

When did Eriksen Capital Management LLC buy into Pacific Coast Oil Trust?

The filings give report dates, not purchase dates. The earliest filing from Eriksen Capital Management LLC on this page is the Schedule 13D, filed 2025-12-09, reporting 11.7%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 2 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/pacific-coast-oil-trust
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2
Who owns 5% or more of Pacific Coast Oil Trust? 2 holders at 5% or more, largest Eriksen Capital Management LLC 11.7%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/pacific-coast-oil-trust