Aventura Private Wealth, LLC

Position in IEP — Icahn Enterprises L.P.

CIK 2074418 AVENTURA, FL

Position in IEP

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

Position Value

$18,753

-$884 QoQ

Shares Held

2,601

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#76

of 116 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $269,848 across 6 Oil & Gas Refining & Marketing names. IEP ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	1,909	$128,857
2	PSX	Phillips 66	521	$88,075
3	IEP	Icahn Enterprises L.P. This page	2,601	$18,753
4	VLO	Valero Energy Corp/Tx	48	$12,501
5	PBF	PBF Energy Inc.	240	$10,924
6	MPC	Marathon Petroleum Corp	42	$10,738

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,753	2,601	0.0%	Shares	Sole	2026-07-15
2026-03-31	$19,637	2,601	-0.0%	Shares	Sole	2026-05-06
2025-12-31	$19,645	2,602	0.0%	Shares	Sole	2026-01-07
2025-09-30	$21,908	2,602	0.0%	Shares	Sole	2026-01-07
2025-06-30	$20,946	2,602	+3.7%	Shares	Sole	2026-01-07
2025-03-31	$22,740	2,510	0.0%	Shares	Sole	2026-01-07
2024-12-31	$21,761	2,510	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.