Cornerstone Wealth Management, LLC

Position in IEP — Icahn Enterprises L.P.

CIK 1674117 ST. PETERS, MO

Position in IEP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$93,607

+$10,678 QoQ

Shares Held

12,983

+18.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#59

of 116 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $3,009,055 across 4 Oil & Gas Refining & Marketing names. IEP ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	4,286	$1,116,245
2	PSX	Phillips 66	6,490	$1,097,134
3	MPC	Marathon Petroleum Corp	2,746	$702,069
4	IEP	Icahn Enterprises L.P. This page	12,983	$93,607

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,607	12,983	+18.2%	Shares	Sole	2026-07-22
2026-03-31	$82,929	10,984	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.