CAPL — CROSSAMERICA PARTNERS LP

Ownership history in Apollon Wealth Management, LLC  ·  15 quarters on record

AI Ownership Summary

Apollon Wealth Management, LLC reported CROSSAMERICA PARTNERS LP (CAPL) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows CAPL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apollon Wealth Management, LLC's position in CROSSAMERICA PARTNERS LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CAPL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAPL stock page Apollon Wealth Management, LLC fund profile Apollon Wealth Management, LLC full holdings
How Apollon Wealth Management, LLC held CAPL — position size vs. price
% of Fund (quarterly)    CAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,263 +188 +1.2% 0.01% $338K 2026-04-22 $20.96
2025 Q4 UNCHANGED 16,075 — 0% 0.01% $331K 2026-01-22 $22.01
2025 Q3 ADDED 16,075 +662 +4.3% 0.01% $338K 2025-10-17 $19.04
2025 Q2 UNCHANGED 15,413 — 0% 0.01% $322K 2025-07-25 $20.61
2025 Q1 ADDED 15,413 +84 +0.5% 0.01% $379K 2025-05-02 $22.25
2024 Q4 UNCHANGED 15,329 — 0% 0.01% $337K 2025-01-28 $20.16
2024 Q3 UNCHANGED 15,329 — 0% 0.01% $318K 2024-11-05 $18.01
2024 Q2 ADDED 15,329 +175 +1.2% 0.01% $304K 2024-07-19 $16.57
2024 Q1 UNCHANGED 15,154 — 0% 0.01% $345K 2024-05-02 $19.14
2023 Q4 ADDED 15,154 +489 +3.3% 0.01% $346K 2024-02-06 $18.00
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAPL

As of 2026 Q1 — sorted by position size

Outlook Wealth Advisors, LLC 3Y 7Y 0.11% Morton Brown Family Wealth, LLC 3Y 0.09% U.S. Capital Wealth Advisors, LLC 3Y 0.04% MB, LEVIS & ASSOCIATES, LLC 0.01% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.0% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Apollon Wealth Management, LLC and CAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apollon Wealth Management, LLC reported owning CAPL?

Apollon Wealth Management, LLC reported CAPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CAPL position in Apollon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CAPL was 0.01% in 2023 Q4.

What is the latest reported CAPL position on this page?

The most recent filing on this page is 2026 Q1, when Apollon Wealth Management, LLC reported 16,263 shares, equal to 0.01% of portfolio, with an estimated market value of $338K.

What does the chart on this CAPL ownership page compare?

The chart compares Apollon Wealth Management, LLC's quarterly CAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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