Global Retirement Partners, LLC

Pension

Position in IEP — Icahn Enterprises L.P.

CIK 1749744 San Rafael, CA

Position in IEP

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$60,225

+$4,778 QoQ

Shares Held

8,353

+13.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#69

of 116 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Global Retirement Partners, LLC holds $8,923,438 across 13 Oil & Gas Refining & Marketing names. IEP ranks #7 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	12,769	$3,264,650
2	VLO	Valero Energy Corp/Tx	10,780	$2,807,543
3	PSX	Phillips 66	12,029	$2,033,502
4	DINO	HF Sinclair Corp	5,125	$356,956
5	SUN	Sunoco LP	3,514	$237,195
6	PBF	PBF Energy Inc.	2,259	$102,829
7	IEP	Icahn Enterprises L.P. This page	8,353	$60,225
8	UGP	Ultrapar Holdings Inc	4,573	$22,956

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,225	8,353	+13.7%	Shares	Sole	2026-08-06
2025-12-31	$55,447	7,344	-10.0%	Shares	Sole	2026-02-06
2025-09-30	$68,707	8,160	+2.4%	Shares	Sole	2025-10-21
2025-06-30	$64,166	7,971	+11.9%	Shares	Sole	2025-08-12
2024-12-31	$61,747	7,122	+18.1%	Shares	Sole	2025-01-31
2024-09-30	$81,566	6,033	+7.3%	Shares	Sole	2024-10-16
2024-06-30	$92,617	5,620	+12.2%	Shares	Sole	2024-07-23
2024-03-31	$85,203	5,009	-8.8%	Shares	Sole	2024-04-23
2023-12-31	$94,459	5,495	+467.1%	Shares	Sole	2024-01-18
2023-09-30	$19,166	969	+3.3%	Shares	Sole	2023-10-13
2023-06-30	$27,230	938	+5.0%	Shares	Sole	2023-07-20
2023-03-31	$46,177	893	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.