Position in CAPL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$24,936
+$216 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Common Shares in CAPL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Geneos Wealth Management Inc. holds $9,200,213 across 8 Oil & Gas Refining & Marketing names. CAPL ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
20,613 | $5,093,060 | |
| 2 | PSX |
Phillips 66
|
18,367 | $3,346,100 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,935 | $716,668 | |
| 4 | CAPL |
CrossAmerica Partners LP
This page
|
1,200 | $24,936 | |
| 5 | SUN |
Sunoco LP
|
245 | $15,917 | |
| 6 | DK |
Delek US Holdings, Inc.
|
50 | $2,253 | |
| 7 | DINO |
HF Sinclair Corp
|
12 | $748 | |
| 8 | CSAN |
Cosan S.A.
|
129 | $531 |
All Filings in CAPL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,936 | 1,200 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $24,720 | 1,200 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $25,236 | 1,200 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $25,104 | 1,200 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $29,484 | 1,200 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $26,400 | 1,200 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $24,864 | 1,200 | Shares | Sole | 2024-11-14 | |
| 2022-09-30 | $4,672 | 250 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $2,859 | 150 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,983 | 150 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,859 | 150 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $2,787 | 150 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $34,340 | 2,000 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $14,870 | 1,000 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $13,460 | 1,000 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $8,060 | 1,000 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||