Skip to main content
Equibles

VALLEY NATIONAL ADVISERS INC

Position in CAPL — CrossAmerica Partners LP

CIK 773411 BETHLEHEM, PA
Back to CAPL Full portfolio

Position in CAPL

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$11,210
+$820 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 59 holders
Holding Since
Mar 2020
21 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, 2026

VALLEY NATIONAL ADVISERS INC holds $403,885 across 4 Oil & Gas Refining & Marketing names. CAPL ranks #4 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
 1,225 $207,086
2 MPC
Marathon Petroleum Corp
 513 $131,158
3 VLO
Valero Energy Corp/Tx
 209 $54,431
4 CAPL
CrossAmerica Partners LP
This page 		500 $11,210

All Filings in CAPL

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,210 500
2026-03-31 $10,390 500
2025-12-31 $10,300 500
2025-09-30 $10,515 500
2025-06-30 $10,460 500
2025-03-31 $12,285 500
2024-12-31 $11,000 500
2024-09-30 $10,360 500
2024-06-30 $9 500
2024-03-31 $11,395 500
2023-12-31 $11,400 500
2023-09-30 $10,845 500
2023-06-30 $9,850 500
2023-03-31 $10,745 500
2021-09-30 $7,956 400
2021-06-30 $7,624 400
2021-03-31 $7,432 400
2020-12-31 $6,868 400
2020-09-30 $5,948 400
2020-06-30 $5,384 400
2020-03-31 $3,224 400