VALLEY NATIONAL ADVISERS INC

Position in CAPL — CrossAmerica Partners LP

CIK 773411 BETHLEHEM, PA

Position in CAPL

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$10,390

+$90 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

VALLEY NATIONAL ADVISERS INC holds $360,799 across 4 Oil & Gas Refining & Marketing names. CAPL ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	1,229	$223,899
2	MPC	Marathon Petroleum Corp	509	$124,287
3	CAPL	CrossAmerica Partners LP This page	500	$10,390
4	VLO	Valero Energy Corp/Tx	9	$2,223

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,390	500	0.0%	Shares	Sole	2026-04-15
2025-12-31	$10,300	500	0.0%	Shares	Sole	2026-01-23
2025-09-30	$10,515	500	0.0%	Shares	Sole	2025-10-17
2025-06-30	$10,460	500	0.0%	Shares	Sole	2025-07-22
2025-03-31	$12,285	500	0.0%	Shares	Sole	2025-04-25
2024-12-31	$11,000	500	0.0%	Shares	Sole	2025-01-24
2024-09-30	$10,360	500	0.0%	Shares	Sole	2024-10-24
2024-06-30	$9,925	500	0.0%	Shares	Sole	2024-07-18
2024-03-31	$11,395	500	0.0%	Shares	Sole	2024-04-19
2023-12-31	$11,400	500	0.0%	Shares	Sole	2024-01-25
2023-09-30	$10,845	500	0.0%	Shares	Sole	2023-11-13
2023-06-30	$9,850	500	0.0%	Shares	Sole	2023-07-31
2023-03-31	$10,745	500	+25.0%	Shares	Sole	2023-04-26
2021-09-30	$7,956	400	0.0%	Shares	Sole	2021-11-10
2021-06-30	$7,624	400	0.0%	Shares	Sole	2021-08-02
2021-03-31	$7,432	400	0.0%	Shares	Sole	2021-05-07
2020-12-31	$6,868	400	0.0%	Shares	Sole	2021-02-11
2020-09-30	$5,948	400	0.0%	Shares	Sole	2020-11-13
2020-06-30	$5,384	400	0.0%	Shares	Sole	2020-08-10
2020-03-31	$3,224	400	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.