Position in UGP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,112,421
+$689,837 QoQ
Shares Held
221,598
+105.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 179 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026LPL Financial LLC holds $453,295,701 across 17 Oil & Gas Refining & Marketing names. UGP ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
582,130 | $151,609,937 | |
| 2 | PSX |
Phillips 66
|
876,262 | $148,132,091 | |
| 3 | MPC |
Marathon Petroleum Corp
|
441,653 | $112,917,422 | |
| 4 | SUN |
Sunoco LP
|
175,491 | $11,845,642 | |
| 5 | DINO |
HF Sinclair Corp
|
148,212 | $10,322,965 | |
| 6 | DK |
Delek US Holdings, Inc.
|
108,693 | $5,522,691 | |
| 7 | CVI |
Cvr Energy Inc
|
106,272 | $2,926,730 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
115,174 | $2,582,201 |
All Filings in UGP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,112,421 | 221,598 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $422,584 | 108,078 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $472,992 | 82,691 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||