Lodestone Wealth Management LLC

Position in IEP — Icahn Enterprises L.P.

CIK 1950158 SPOKANE, WA

Position in IEP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$16,179

+$838 QoQ

Shares Held

2,244

+10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#78

of 116 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $263,399 across 3 Oil & Gas Refining & Marketing names. IEP ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	1,107	$187,138
2	MPC	Marathon Petroleum Corp	235	$60,082
3	IEP	Icahn Enterprises L.P. This page	2,244	$16,179

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,179	2,244	+10.4%	Shares	Sole	2026-07-24
2026-03-31	$15,341	2,032	+96.9%	Shares	Sole	2026-05-01
2025-12-31	$7,791	1,032	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.