INDEPENDENT FINANCIAL GROUP, LLC
Position in CAPL — CrossAmerica Partners LP
CIK 275484
SAN DIEGO, CA
Position in CAPL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$609,599
New position
Shares Held
27,190
first reported quarter
Ownership
0.071%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2
of 14 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $4,847,535 across 6 Oil & Gas Refining & Marketing names. CAPL ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
10,281 | $1,738,003 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
4,730 | $1,231,881 | |
| 3 | MPC |
Marathon Petroleum Corp
|
2,462 | $629,459 | |
| 4 | CAPL |
CrossAmerica Partners LP
This page
|
27,190 | $609,599 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
5,901 | $330,928 | |
| 6 | SUN |
Sunoco LP
|
4,558 | $307,665 |
All Filings in CAPL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,599 | 27,190 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||