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Equibles

Allworth Financial LP

Position in CAPL — CrossAmerica Partners LP

CIK 1555170 FOLSOM, CA
Back to CAPL Full portfolio

Position in CAPL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$44,840
+$3,280 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 59 holders
Holding Since
Mar 2020
14 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, 2026

Allworth Financial LP holds $14,952,154 across 16 Oil & Gas Refining & Marketing names. CAPL ranks #10 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MPC
Marathon Petroleum Corp
 17,795 $4,549,647
2 VLO
Valero Energy Corp/Tx
 16,993 $4,425,656
3 PSX
Phillips 66
 23,029 $3,893,052
4 PARR
Par Pacific Holdings, Inc.
 12,975 $727,638
5 DINO
HF Sinclair Corp
 5,154 $358,976
6 SUN
Sunoco LP
 4,871 $328,792
7 PBF
PBF Energy Inc.
 6,888 $313,541
8 WKC
World Kinect Corp
 5,075 $167,170

All Filings in CAPL

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $44,840 2,000
2026-03-31 $41,560 2,000
2025-12-31 $41,200 2,000
2025-09-30 $42,060 2,000
2025-06-30 $41,840 2,000
2025-03-31 $49,140 2,000
2024-12-31 $44,000 2,000
2021-09-30 $19,890 1,000
2021-06-30 $19,060 1,000
2021-03-31 $18,580 1,000
2020-12-31 $17,170 1,000
2020-09-30 $14,870 1,000
2020-06-30 $13,460 1,000
2020-03-31 $8,060 1,000