Quadrant Private Wealth Management, LLC

Position in CAPL — CrossAmerica Partners LP

CIK 1727454 Center Valley, PA

Position in CAPL

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$3,377,664

+$8,349 QoQ

Shares Held

162,544

-0.6% QoQ

Ownership

0.426%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Quadrant Private Wealth Management, LLC holds $4,523,897 across 3 Oil & Gas Refining & Marketing names. CAPL ranks #1 (74.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAPL	CrossAmerica Partners LP This page	162,544	$3,377,664
2	VLO	Valero Energy Corp/Tx	3,520	$869,721
3	SUN	Sunoco LP	4,256	$276,512

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,377,664	162,544	-0.6%	Shares	Sole	2026-05-06
2025-12-31	$3,369,315	163,559	-2.0%	Shares	Sole	2026-01-26
2025-09-30	$3,508,392	166,828	+0.5%	Shares	Sole	2025-10-30
2025-06-30	$3,472,531	165,991	+0.4%	Shares	Sole	2025-08-06
2025-03-31	$4,060,487	165,262	+0.4%	Shares	Sole	2025-05-06
2024-12-31	$3,619,946	164,543	+0.5%	Shares	Sole	2025-01-30
2024-09-30	$3,393,272	163,768	+0.6%	Shares	Sole	2024-11-12
2024-06-30	$3,230,488	162,745	+0.9%	Shares	Sole	2024-08-13
2024-03-31	$3,677,553	161,367	+2.0%	Shares	Sole	2024-05-15
2023-12-31	$3,605,614	158,141	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$3,402,141	156,853	+0.8%	Shares	Sole	2023-11-13
2023-06-30	$3,064,788	155,573	+0.5%	Shares	Sole	2023-08-11
2023-03-31	$3,327,790	154,853	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$3,087,293	155,688	+4.1%	Shares	Sole	2023-02-14
2022-06-30	$3,027,172	149,490	-2.6%	Shares	Sole	2022-08-15
2022-03-31	$3,348,532	153,532	+0.4%	Shares	Sole	2022-05-12
2021-12-31	$2,913,759	152,873	+1.7%	Shares	Sole	2022-02-08
2021-09-30	$2,988,571	150,255	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$2,850,384	149,548	+5.9%	Shares	Sole	2021-08-16
2021-03-31	$2,623,681	141,210	+0.5%	Shares	Sole	2021-05-17
2020-12-31	$2,412,127	140,485	+1.0%	Shares	Sole	2021-02-12
2020-09-30	$2,068,967	139,137	-7.7%	Shares	Sole	2020-11-12
2020-06-30	$2,028,018	150,670	+1.8%	Shares	Sole	2020-08-04
2020-03-31	$1,192,702	147,978	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.