Position in IEP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$89,086
-$18,720 QoQ
Shares Held
12,356
-13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 116 holders
Holding Since
Mar 2024
7 quarters on record
Common Shares in IEP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Kestra Advisory Services, LLC holds $46,196,952 across 7 Oil & Gas Refining & Marketing names. IEP ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
96,020 | $16,232,181 | |
| 2 | MPC |
Marathon Petroleum Corp
|
61,376 | $15,692,001 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
37,907 | $9,872,499 | |
| 4 | SUN |
Sunoco LP
|
49,066 | $3,311,955 | |
| 5 | DINO |
HF Sinclair Corp
|
8,137 | $566,742 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
7,712 | $432,488 | |
| 7 | IEP |
Icahn Enterprises L.P.
This page
|
12,356 | $89,086 |
All Filings in IEP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,086 | 12,356 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $107,806 | 14,279 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $34,896 | 4,622 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $134,757 | 16,740 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $335,702 | 38,720 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,006,351 | 61,065 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $732,739 | 43,077 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||