Position in CAPL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,582
+$408 QoQ
Shares Held
249
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 14 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAPL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026IFP Advisors, Inc holds $7,604,286 across 14 Oil & Gas Refining & Marketing names. CAPL ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
19,223 | $3,249,648 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
7,601 | $1,979,604 | |
| 3 | MPC |
Marathon Petroleum Corp
|
7,665 | $1,959,710 | |
| 4 | DINO |
HF Sinclair Corp
|
2,615 | $182,134 | |
| 5 | SUN |
Sunoco LP
|
1,101 | $74,317 | |
| 6 | PBF |
PBF Energy Inc.
|
1,451 | $66,049 | |
| 7 | WKC |
World Kinect Corp
|
1,774 | $58,435 | |
| 8 | IEP |
Icahn Enterprises L.P.
|
2,138 | $15,414 |
All Filings in CAPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,582 | 249 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,174 | 249 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,129 | 249 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,236 | 249 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $5,209 | 249 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,117 | 249 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,478 | 249 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,159 | 249 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,942 | 249 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,674 | 249 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $5,677 | 249 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,400 | 249 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,905 | 249 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,351 | 249 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,937 | 249 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,653 | 249 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,042 | 249 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,430 | 249 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $4,745 | 249 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,952 | 249 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $4,745 | 249 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,626 | 249 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,275 | 249 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,702 | 249 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,351 | 249 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,934 | 240 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||