Position in CAPL
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$43,638
+$12,738 QoQ
Shares Held
2,100
+40.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
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 Mar 31, 2026NewEdge Advisors, LLC holds $181,541,216 across 13 Oil & Gas Refining & Marketing names. CAPL ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
824,364 | $150,182,633 | |
| 2 | MPC |
Marathon Petroleum Corp
|
60,998 | $14,894,491 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
59,298 | $14,651,349 | |
| 4 | SUN |
Sunoco LP
|
8,704 | $565,498 | |
| 5 | CVI |
Cvr Energy Inc
|
13,554 | $456,092 | |
| 6 | DINO |
HF Sinclair Corp
|
6,402 | $399,420 | |
| 7 | DK |
Delek US Holdings, Inc.
|
6,431 | $289,845 | |
| 8 | CAPL |
CrossAmerica Partners LP
This page
|
2,100 | $43,638 |
All Filings in CAPL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,638 | 2,100 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $30,900 | 1,500 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $31,545 | 1,500 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $31,380 | 1,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,855 | 1,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,000 | 1,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,080 | 1,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,775 | 1,500 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $34,185 | 1,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,200 | 1,500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $32,535 | 1,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $29,550 | 1,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,235 | 1,500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,745 | 1,500 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||