Capital Advisors Inc’s Alliance Resource Partners ARLP Stock Holding History

Capital Advisors Inc’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.35M	Sell	98,126 -898	-0.9%	-$22.8K	0.03%	128
2026 Q1	$2.74M	Hold	99,024	–	–	0.04%	123
2025 Q4	$2.3M	Hold	99,024	–	–	0.04%	125
2025 Q3	$2.5M	Hold	99,024	–	–	0.04%	117
2025 Q2	$2.59M	Hold	99,024	–	–	0.05%	115
2025 Q1	$2.7M	Hold	99,024	–	–	0.05%	109
2024 Q4	$2.6M	Hold	99,024	–	–	0.05%	110
2024 Q3	$2.48M	Sell	99,024 -620	-0.6%	-$15K	0.05%	111
2024 Q2	$2.44M	Sell	99,644 -1,905	-2%	-$43.2K	0.05%	117
2024 Q1	$2.04M	Sell	101,549 -15,810	-13%	-$322K	0.04%	124
2023 Q4	$2.49M	Hold	117,359	–	–	0.06%	123
2023 Q3	$2.64M	Hold	117,359	–	–	0.07%	98
2023 Q2	$2.17M	Sell	117,359 -45,800	-28%	-$879K	0.06%	104
2023 Q1	$3.29M	Buy	163,159 +68,000	+71%	+$1.39M	0.09%	96
2022 Q4	$1.93M	Hold	95,159	–	–	0.05%	111
2022 Q3	$2.13M	Buy	95,159 +84,364	+782%	+$1.93M	0.07%	101
2022 Q2	$197K	Hold	10,795	–	–	0.01%	238
2022 Q1	$167K	Buy	+10,795	New	+$153K	﹤0.01%	247
2014 Q3	–	Sell	-4,500	Closed	-$210K	–	123
2014 Q2	$210K	Buy	+4,500	New	+$201K	0.04%	110

Other funds holding ARLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Capital Advisors Inc's ARLP Position: Q2 2026 in Review

Capital Advisors Inc reduced its Alliance Resource Partners (ARLP) stake by 0.91% in Q2 2026, selling an estimated $22.8K and leaving 98,126 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #128.

Capital Advisors Inc first reported a position in ARLP in Q2 2014 and has held it in 19 quarters since. The position peaked at $3.29M in Q1 2023. 172 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Capital Advisors Inc held 98,126 shares of Alliance Resource Partners worth $2.35M as of Q2 2026.
Capital Advisors Inc sold 898 Alliance Resource Partners shares in Q2 2026, an estimated $22.8K.
Alliance Resource Partners made up 0.03% of Capital Advisors Inc's portfolio in Q2 2026, its #128 holding.
Capital Advisors Inc first reported a position in Alliance Resource Partners in Q2 2014 and has held it in 19 quarters since.
Capital Advisors Inc's Alliance Resource Partners position peaked at $3.29M in Q1 2023.
172 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.