Key Client Fiduciary Advisors, LLC

Position in IEP — Icahn Enterprises L.P.

CIK 1912612 Fairfield, NJ

Position in IEP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$142,101

+$2,147 QoQ

Shares Held

19,709

+6.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#50

of 116 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Key Client Fiduciary Advisors, LLC holds $416,638 across 2 Oil & Gas Refining & Marketing names. IEP ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66	1,624	$274,537
2	IEP	Icahn Enterprises L.P. This page	19,709	$142,101

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$142,101	19,709	+6.3%	Shares	Sole	2026-07-09
2026-03-31	$139,954	18,537	-11.0%	Shares	Sole	2026-04-09
2025-12-31	$157,319	20,837	-40.2%	Shares	Sole	2026-01-28
2025-09-30	$293,554	34,864	+1.5%	Shares	Sole	2025-10-14
2025-06-30	$276,380	34,333	+6.1%	Shares	Sole	2025-07-09
2025-03-31	$293,290	32,372	-10.5%	Shares	Sole	2025-04-10
2024-12-31	$313,559	36,166	-8.7%	Shares	Sole	2025-01-17
2024-09-30	$535,473	39,606	-0.3%	Shares	Sole	2024-10-18
2024-06-30	$654,832	39,735	-6.4%	Shares	Sole	2024-07-16
2024-03-31	$722,040	42,448	+0.8%	Shares	Sole	2024-04-15
2023-12-31	$723,664	42,098	+6.0%	Shares	Sole	2024-01-09
2023-09-30	$785,226	39,698	+3.1%	Shares	Sole	2023-11-14
2023-06-30	$1,118,322	38,523	+130.1%	Shares	Sole	2023-07-13
2023-03-31	$865,883	16,745	+273.8%	Shares	Sole	2023-04-25
2022-12-31	$226,912	4,480	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.