Position in IEP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,639
-$596 QoQ
Shares Held
1,753
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 116 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,295,069 across 15 Oil & Gas Refining & Marketing names. IEP ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
7,819 | $2,036,374 | |
| 2 | MPC |
Marathon Petroleum Corp
|
7,539 | $1,927,492 | |
| 3 | PSX |
Phillips 66
|
8,851 | $1,496,256 | |
| 4 | DINO |
HF Sinclair Corp
|
5,885 | $409,886 | |
| 5 | PBF |
PBF Energy Inc.
|
2,783 | $126,679 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
3,200 | $71,744 | |
| 7 | SUN |
Sunoco LP
|
1,027 | $69,322 | |
| 8 | WKC |
World Kinect Corp
|
1,788 | $58,893 |
All Filings in IEP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,639 | 1,753 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,235 | 1,753 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,235 | 1,753 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,760 | 1,753 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,111 | 1,753 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,882 | 1,753 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,207 | 1,754 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $28,229 | 2,088 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $34,410 | 2,088 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $37,524 | 2,206 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $45,003 | 2,618 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $51,784 | 2,618 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $76,000 | 2,618 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $189,827 | 3,671 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $179,452 | 3,543 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||