Position in CSAN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,925
-$20,958 QoQ
Shares Held
12,474
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 63 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSAN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Creative Planning holds $166,619,118 across 13 Oil & Gas Refining & Marketing names. CSAN ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
334,458 | $56,540,124 | |
| 2 | MPC |
Marathon Petroleum Corp
|
172,830 | $44,187,445 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
139,348 | $36,291,792 | |
| 4 | DINO |
HF Sinclair Corp
|
135,664 | $9,448,997 | |
| 5 | PBF |
PBF Energy Inc.
|
188,414 | $8,576,605 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
69,839 | $3,916,570 | |
| 7 | DK |
Delek US Holdings, Inc.
|
67,186 | $3,413,719 | |
| 8 | UGP |
Ultrapar Holdings Inc
|
364,504 | $1,829,809 |
All Filings in CSAN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,925 | 12,474 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $56,883 | 14,401 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $108,578 | 23,604 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $231,869 | 45,915 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $498,597 | 95,517 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,119,845 | 205,854 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $551,534 | 57,692 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $536,390 | 55,071 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $248,367 | 19,179 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||