Bogart Wealth, LLC

Position in IEP — Icahn Enterprises L.P.

CIK 1715740 MCLEAN, VA

Position in IEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,487

+$200 QoQ

Shares Held

345

+13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#88

of 116 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Bogart Wealth, LLC holds $400,429 across 6 Oil & Gas Refining & Marketing names. IEP ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	959	$249,761
2	DINO	HF Sinclair Corp	1,126	$78,425
3	MPC	Marathon Petroleum Corp	175	$44,742
4	PSX	Phillips 66	141	$23,836
5	IEP	Icahn Enterprises L.P. This page	345	$2,487
6	CLNE	Clean Energy Fuels Corp.	575	$1,178

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,487	345	+13.9%	Shares	Sole	2026-07-24
2026-03-31	$2,287	303	0.0%	Shares	Sole	2026-04-28
2025-12-31	$2,287	303	+6.3%	Shares	Sole	2026-01-30
2025-09-30	$2,399	285	+6.3%	Shares	Sole	2025-10-27
2025-06-30	$2,157	268	+12.6%	Shares	Sole	2025-07-30
2025-03-31	$2,156	238	0.0%	Shares	Sole	2025-05-02
2024-12-31	$2,063	238	+4.8%	Shares	Sole	2025-01-30
2024-09-30	$3,069	227	+7.6%	Shares	Sole	2024-10-23
2024-06-30	$3,477	211	+12.8%	Shares	Sole	2024-07-31
2024-03-31	$3,180	187	0.0%	Shares	Sole	2024-04-25
2023-12-31	$3,214	187	+5.6%	Shares	Sole	2024-02-07
2023-09-30	$3,501	177	+5.4%	Shares	Sole	2023-10-30
2023-06-30	$4,877	168	+11.3%	Shares	Sole	2023-07-31
2023-03-31	$7,808	151	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.