Creative Planning

Position in UGP — Ultrapar Holdings Inc

CIK 1540235 OVERLAND PARK, KS

Position in UGP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,829,809

-$205,991 QoQ

Shares Held

364,504

-1.3% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#28

of 178 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Creative Planning holds $166,619,118 across 13 Oil & Gas Refining & Marketing names. UGP ranks #8 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	364,504	$1,829,809

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,829,809	364,504	-1.3%	Shares	Defined	2026-08-13
2026-03-31	$2,035,800	369,474	+5.1%	Shares	Defined	2026-05-12
2025-12-31	$1,324,739	351,390	+5.3%	Shares	Sole	2026-02-17
2025-09-30	$1,368,157	333,697	+33.4%	Shares	Sole	2025-11-14
2025-06-30	$820,331	250,101	+44.2%	Shares	Defined	2025-08-08
2025-03-31	$534,204	173,443	-3.0%	Shares	Sole	2025-05-15
2024-12-31	$470,153	178,766	+219.3%	Shares	Defined	2025-02-14
2024-09-30	$217,202	55,980	+45.2%	Shares	Defined	2024-10-11
2024-06-30	$150,729	38,550	-40.3%	Shares	Defined	2024-08-15
2024-03-31	$369,631	64,621	+29.2%	Shares	Sole	2024-05-13
2023-12-31	$271,059	50,011	+291.6%	Shares	Defined	2024-02-14
2023-09-30	$46,865	12,770	+20.6%	Shares	Sole	2023-11-16
2023-06-30	$41,610	10,588	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.