Position in CAPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$431,136
+$31,537 QoQ
Shares Held
19,230
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#25
of 59 holders
Holding Since
Jun 2024
7 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, 2026IFG Advisory, LLC holds $5,040,131 across 8 Oil & Gas Refining & Marketing names. CAPL ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKL |
Delek Logistics Partners, LP
|
36,364 | $1,874,200 | |
| 2 | SUN |
Sunoco LP
|
13,846 | $934,605 | |
| 3 | MPC |
Marathon Petroleum Corp
|
3,499 | $894,589 | |
| 4 | PSX |
Phillips 66
|
3,222 | $544,679 | |
| 5 | CAPL |
CrossAmerica Partners LP
This page
|
19,230 | $431,136 | |
| 6 | VLO |
Valero Energy Corp/Tx
|
1,330 | $346,385 | |
| 7 | DINO |
HF Sinclair Corp
|
194 | $13,512 | |
| 8 | CLNE |
Clean Energy Fuels Corp.
|
500 | $1,025 |
All Filings in CAPL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,136 | 19,230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $399,599 | 19,230 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $402,291 | 19,230 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $472,481 | 19,230 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $423,060 | 19,230 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $398,445 | 19,230 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $332,090 | 16,730 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||