Spire Wealth Management

Position in IEP — Icahn Enterprises L.P.

CIK 1858740 MCLEAN, VA

Position in IEP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$39,655

-$1,870 QoQ

Shares Held

5,500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#73

of 116 holders

Holding Since

Mar 2021

18 quarters on record

Energy · as of Jun 30, 2026

Spire Wealth Management holds $3,479,655 across 6 Oil & Gas Refining & Marketing names. IEP ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	10,620	$2,715,214
2	VLO	Valero Energy Corp/Tx	2,261	$588,854
3	PSX	Phillips 66	415	$70,155
4	SGU	Star Group, L.P.	4,537	$58,255
5	IEP	Icahn Enterprises L.P. This page	5,500	$39,655
6	DINO	HF Sinclair Corp	108	$7,522

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,655	5,500	0.0%	Shares	Sole	2026-07-15
2026-03-31	$41,525	5,500	-16.2%	Shares	Sole	2026-04-22
2025-12-31	$49,528	6,560	+19.3%	Shares	Sole	2026-01-14
2025-09-30	$46,310	5,500	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$44,250	5,497	-0.1%	Shares	Sole	2025-08-04
2025-03-31	$49,830	5,500	+57.1%	Shares	Sole	2025-04-23
2024-12-31	$30,345	3,500	-65.0%	Shares	Sole	2025-01-24
2024-09-30	$135,200	10,000	+29.0%	Shares	Sole	2024-10-15
2024-06-30	$127,720	7,750	+287.5%	Shares	Sole	2024-07-31
2024-03-31	$34,020	2,000	+100.0%	Shares	Sole	2024-04-24
2023-12-31	$17,190	1,000	0.0%	Shares	Sole	2024-02-06
2023-09-30	$19,780	1,000	-59.6%	Shares	Sole	2023-11-08
2022-06-30	$119,241	2,478	-51.4%	Shares	Sole	2022-07-22
2022-03-31	$264,843	5,100	+64.0%	Shares	Sole	2022-04-18
2021-12-31	$154,224	3,110	+4.0%	Shares	Sole	2022-01-14
2021-09-30	$149,400	2,991	+4.0%	Shares	Sole	2021-10-22
2021-06-30	$158,206	2,877	+7.1%	Shares	Sole	2021-07-26
2021-03-31	$144,345	2,687	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.