Position in CAPL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$399,599
-$2,692 QoQ
Shares Held
19,230
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 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 Mar 31, 2026IFG Advisory, LLC holds $2,647,504 across 4 Oil & Gas Refining & Marketing names. CAPL ranks #3 (15.1% of the industry book) .
All Filings in CAPL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||