Morton Brown Family Wealth, LLC
Position in CAPL — CrossAmerica Partners LP
CIK 1909851
ALLENTOWN, PA
Position in CAPL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$224,110
-$114,874 QoQ
Shares Held
9,996
-38.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#6
of 14 holders
Holding Since
Sep 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 Jun 30, 2026Morton Brown Family Wealth, LLC holds $273,485 across 3 Oil & Gas Refining & Marketing names. CAPL ranks #1 (81.9% of the industry book) .
All Filings in CAPL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,110 | 9,996 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $338,984 | 16,313 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $336,047 | 16,313 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $210,215 | 9,996 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $420,408 | 20,096 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $493,758 | 20,096 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $442,112 | 20,096 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $416,389 | 20,096 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $398,905 | 20,096 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $457,987 | 20,096 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $461,836 | 20,256 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $435,882 | 20,096 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $395,891 | 20,096 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $431,863 | 20,096 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $398,503 | 20,096 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $34,726 | 1,858 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||