Meridian Wealth Management, LLC

Position in IEP — Icahn Enterprises L.P.

CIK 1697300 LEXINGTON, KY

Position in IEP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$194,612

-$9,094 QoQ

Shares Held

26,992

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#41

of 116 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $2,463,923 across 4 Oil & Gas Refining & Marketing names. IEP ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	4,574	$1,169,434
2	PSX	Phillips 66	3,804	$643,066
3	VLO	Valero Energy Corp/Tx	1,754	$456,811
4	IEP	Icahn Enterprises L.P. This page	26,992	$194,612

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,612	26,992	+0.0%	Shares	Sole	2026-08-05
2026-03-31	$203,706	26,981	-0.1%	Shares	Sole	2026-05-06
2025-12-31	$203,819	26,996	+6.5%	Shares	Sole	2026-02-04
2025-09-30	$213,379	25,342	+6.1%	Shares	Sole	2025-11-04
2025-06-30	$192,298	23,888	+12.8%	Shares	Sole	2025-08-08
2025-03-31	$191,809	21,171	0.0%	Shares	Sole	2025-05-12
2024-12-31	$183,552	21,171	+5.1%	Shares	Sole	2025-02-06
2024-09-30	$272,360	20,145	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.