Position in CAPL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,582,201
+$46,813 QoQ
Shares Held
115,174
-5.6% QoQ
Ownership
0.302%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 60 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAPL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026LPL Financial LLC holds $453,295,701 across 17 Oil & Gas Refining & Marketing names. CAPL ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
582,130 | $151,609,937 | |
| 2 | PSX |
Phillips 66
|
876,262 | $148,132,091 | |
| 3 | MPC |
Marathon Petroleum Corp
|
441,653 | $112,917,422 | |
| 4 | SUN |
Sunoco LP
|
175,491 | $11,845,642 | |
| 5 | DINO |
HF Sinclair Corp
|
148,212 | $10,322,965 | |
| 6 | DK |
Delek US Holdings, Inc.
|
108,693 | $5,522,691 | |
| 7 | CVI |
Cvr Energy Inc
|
106,272 | $2,926,730 | |
| 8 | CAPL |
CrossAmerica Partners LP
This page
|
115,174 | $2,582,201 |
All Filings in CAPL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,582,201 | 115,174 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,535,388 | 122,011 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,466,087 | 119,713 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,378,471 | 113,099 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,324,023 | 111,091 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,575,402 | 104,819 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,362,910 | 107,405 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,094,771 | 101,099 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,919,078 | 96,679 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,974,730 | 86,649 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $953,587 | 41,824 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $727,157 | 33,525 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $689,106 | 34,980 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $687,744 | 32,003 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $619,746 | 31,253 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $724,760 | 38,778 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||