INSIGNEO ADVISORY SERVICES, LLC

Position in IEP — Icahn Enterprises L.P.

CIK 1964958 MIAMI, FL

Position in IEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$108,611

+$2,172 QoQ

Shares Held

15,064

+6.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#55

of 116 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $5,043,096 across 4 Oil & Gas Refining & Marketing names. IEP ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	16,934	$4,329,515
2	PSX	Phillips 66	2,280	$385,434
3	DINO	HF Sinclair Corp	3,152	$219,536
4	IEP	Icahn Enterprises L.P. This page	15,064	$108,611

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,611	15,064	+6.9%	Shares	Sole	2026-08-14
2026-03-31	$106,439	14,098	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$106,621	14,122	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$118,343	14,055	-4.5%	Shares	Sole	2025-11-12
2025-06-30	$118,447	14,714	-0.2%	Shares	Sole	2025-08-12
2025-03-31	$133,535	14,739	0.0%	Shares	Sole	2025-04-18
2024-12-31	$127,787	14,739	-15.8%	Shares	Sole	2025-02-13
2024-09-30	$236,613	17,501	+42.3%	Shares	Sole	2024-11-15
2024-06-30	$202,736	12,302	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.