Steward Partners Investment Advisory, LLC
Position in IEP — Icahn Enterprises L.P.
CIK 1723397
STAMFORD, CT
Position in IEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,808
+$1,918 QoQ
Shares Held
5,660
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 116 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $92,679,150 across 8 Oil & Gas Refining & Marketing names. IEP ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
197,998 | $50,622,148 | |
| 2 | PSX |
Phillips 66
|
171,711 | $29,027,744 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
38,395 | $9,999,593 | |
| 4 | DK |
Delek US Holdings, Inc.
|
44,715 | $2,271,969 | |
| 5 | DINO |
HF Sinclair Corp
|
7,451 | $518,962 | |
| 6 | SUN |
Sunoco LP
|
2,929 | $197,707 | |
| 7 | IEP |
Icahn Enterprises L.P.
This page
|
5,660 | $40,808 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
107 | $219 |
All Filings in IEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,808 | 5,660 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,890 | 5,151 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,739 | 1,290 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,205 | 1,212 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,210 | 1,641 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,855 | 867 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,588 | 2,144 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $33,786 | 2,499 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,986 | 2,305 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $43,545 | 2,560 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $46,533 | 2,707 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $65,788 | 3,326 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $109,791 | 3,782 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $253,275 | 4,898 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $246,513 | 4,867 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $222,521 | 4,480 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $205,905 | 4,279 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $165,033 | 3,178 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $156,456 | 3,155 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $157,492 | 3,153 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $189,605 | 3,448 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $203,169 | 3,782 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $175,166 | 3,457 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $159,846 | 3,241 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $153,034 | 3,156 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $129,910 | 2,683 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||