Position in IEP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$119,296
New position
Shares Held
16,546
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 116 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $13,153,427 across 6 Oil & Gas Refining & Marketing names. IEP ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
34,704 | $5,866,710 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
13,911 | $3,622,979 | |
| 3 | MPC |
Marathon Petroleum Corp
|
8,985 | $2,297,194 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
15,452 | $866,548 | |
| 5 | SUN |
Sunoco LP
|
5,640 | $380,700 | |
| 6 | IEP |
Icahn Enterprises L.P.
This page
|
16,546 | $119,296 |
All Filings in IEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,296 | 16,546 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||