Position in CAPL
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$462,355
+$208,975 QoQ
Shares Held
22,250
+80.9% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAPL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Outlook Wealth Advisors, LLC holds $989,295 across 2 Oil & Gas Refining & Marketing names. CAPL ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
2,158 | $526,940 | |
| 2 | CAPL |
CrossAmerica Partners LP
This page
|
22,250 | $462,355 |
All Filings in CAPL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $462,355 | 22,250 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $253,380 | 12,300 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $258,669 | 12,300 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $244,764 | 11,700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $287,469 | 11,700 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $257,400 | 11,700 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $242,424 | 11,700 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $232,245 | 11,700 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $266,643 | 11,700 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $266,760 | 11,700 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $253,773 | 11,700 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $230,490 | 11,700 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $251,433 | 11,700 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $232,011 | 11,700 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $218,673 | 11,700 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $236,925 | 11,700 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||