Position in IEP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$184,698
-$7,789 QoQ
Shares Held
25,617
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 116 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in IEP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $106,966,647 across 10 Oil & Gas Refining & Marketing names. IEP ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
209,803 | $35,467,197 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
133,146 | $34,676,544 | |
| 3 | MPC |
Marathon Petroleum Corp
|
121,048 | $30,948,342 | |
| 4 | SUN |
Sunoco LP
|
32,097 | $2,166,547 | |
| 5 | DINO |
HF Sinclair Corp
|
25,942 | $1,806,860 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
12,831 | $719,562 | |
| 7 | SGU |
Star Group, L.P.
|
44,202 | $567,553 | |
| 8 | CVI |
Cvr Energy Inc
|
12,128 | $334,005 |
All Filings in IEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,698 | 25,617 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $192,487 | 25,495 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $157,893 | 20,913 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $268,379 | 31,874 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $274,649 | 34,118 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $793,474 | 87,580 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $760,055 | 87,665 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,199,196 | 88,698 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,808,251 | 109,724 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,759,650 | 103,448 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,193,759 | 69,445 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,630,959 | 82,455 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,351,865 | 81,015 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,474,000 | 86,521 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,128,346 | 61,764 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,733,290 | 55,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,025,244 | 21,306 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $885,042 | 17,043 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $691,681 | 13,948 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,056,392 | 21,149 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,217,533 | 22,141 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,210,956 | 22,542 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,434,265 | 28,306 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,366,805 | 27,713 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,399,615 | 28,864 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,633,303 | 33,732 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||