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Crossamerica Partners LP (CAPL)

CUSIP: 22758A105 | US | Energy · Oil & Gas Refining & Marketing | Small Cap | 250 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Quadrant Private Wealth Management, LLC164,162
0.5% of portfolio›$3.5M
Independent Financial Group, LLC29,680
0.0% of portfolio›$634.0K
Philadelphia Trust Co21,000
0.1% of portfolio›$449.0K
Exchange Traded Concepts, LLC17,448
0.0% of portfolio›$372.7K
Apollon Wealth Management, LLC16,375
0.0% of portfolio›$349.8K
Truist Financial Corp15,250
0.0% of portfolio›$325.7K
Commonwealth Equity Services, LLC11,680
0.0% of portfolio›$249.5K
Morton Brown Family Wealth, LLC9,996
0.0% of portfolio›$213.5K
North Star Investment Management Corp.5,047
0.0% of portfolio›$107.8K
EverSource Wealth Advisors, LLC3,200
0.0% of portfolio›$68.4K
Farther Finance Advisors, LLC2,571
0.0% of portfolio›$54.9K
MB, Levis & Associates, LLC1,214
0.0% of portfolio›$25.9K
Latitude Advisors, LLC1,000
0.0% of portfolio›$21.4K
Armstrong Advisory Group, Inc883
0.0% of portfolio›$18.9K
Valley National Advisers Inc500
0.0% of portfolio›$10.7K
IFP Advisors, Inc249
0.0% of portfolio›$5.3K
Assetmark, Inc190
0.0% of portfolio›$4.1K
StyleTurnoverLocationFiled
Quadrant Private Wealth Management, LLC
164,162$3.5M0.5%GrowthLowCenter Valley, PA2026-11-04
Independent Financial Group, LLC
29,680$634.0K0.0%GrowthLowSan Diego, CA2026-10-13
Philadelphia Trust Co
21,000$449.0K0.1%GrowthLowPhiladelphia, PA2026-11-05
Exchange Traded Concepts, LLC
17,448$372.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Apollon Wealth Management, LLC
16,375$349.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Truist Financial Corp
15,250$325.7K0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
11,680$249.5K0.0%ETFLowWaltham, MA2026-11-02
Morton Brown Family Wealth, LLC
9,996$213.5K0.0%ETFVery LowAllentown, PA2026-10-23
North Star Investment Management Corp.
5,047$107.8K0.0%CoreLowChicago, IL2026-10-27
EverSource Wealth Advisors, LLC
3,200$68.4K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
2,571$54.9K0.0%IndexLowSan Francisco, CA2026-10-08
MB, Levis & Associates, LLC
1,214$25.9K0.0%ETFVery LowCenter Valley, PA2026-10-16
Latitude Advisors, LLC
1,000$21.4K0.0%ETFLowYorkville, IL2026-10-27
Armstrong Advisory Group, Inc
883$18.9K0.0%ETFHighNeedham, MA2026-10-09
Valley National Advisers Inc
500$10.7K0.0%ETFLowBethlehem, PA2026-10-23
IFP Advisors, Inc
249$5.3K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
190$4.1K0.0%ETFLowConcord, CA2026-10-21