U.S. Capital Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Hold	80,000	–	–	0.04%	392
2025 Q4	$1.65M	Hold	80,000	–	–	0.04%	380
2025 Q3	$1.68M	Hold	80,000	–	–	0.05%	369
2025 Q2	$1.67M	Hold	80,000	–	–	0.05%	331
2025 Q1	$1.97M	Hold	80,000	–	–	0.06%	288
2024 Q4	$1.76M	Hold	80,000	–	–	0.05%	328
2024 Q3	$1.66M	Hold	80,000	–	–	0.06%	270
2024 Q2	$1.59M	Hold	80,000	–	–	0.06%	275
2024 Q1	$1.82M	Hold	80,000	–	–	0.07%	252
2023 Q4	$1.82M	Hold	80,000	–	–	0.07%	247
2023 Q3	$1.74M	Hold	80,000	–	–	0.08%	225
2023 Q2	$1.58M	Hold	80,000	–	–	0.07%	249
2023 Q1	$1.72M	Hold	80,000	–	–	0.08%	227
2022 Q4	$1.59M	Hold	80,000	–	–	0.07%	244
2022 Q3	$1.5M	Hold	80,000	–	–	0.08%	248
2022 Q2	$1.62M	Hold	80,000	–	–	0.07%	254
2022 Q1	$1.75M	Hold	80,000	–	–	0.06%	288
2021 Q4	$1.52M	Hold	80,000	–	–	0.06%	322
2021 Q3	$1.59M	Buy	+80,000	New	+$1.53M	0.07%	300

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

U.S. Capital Wealth Advisors's CAPL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its CrossAmerica Partners (CAPL) position steady in Q1 2026 at 80,000 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #392.

U.S. Capital Wealth Advisors first reported a position in CAPL in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.97M in Q1 2025. 62 funds tracked by Wall St. Rank hold CAPL as of Q1 2026.

U.S. Capital Wealth Advisors held 80,000 shares of CrossAmerica Partners worth $1.66M as of Q1 2026.
U.S. Capital Wealth Advisors left its CrossAmerica Partners share count unchanged in Q1 2026.
CrossAmerica Partners made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #392 holding.
U.S. Capital Wealth Advisors first reported a position in CrossAmerica Partners in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's CrossAmerica Partners position peaked at $1.97M in Q1 2025.
62 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.