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Equibles

West Family Investments, Inc.

Position in UGP — Ultrapar Holdings Inc

CIK 1568303 CARLSBAD, CA
Back to UGP Full portfolio

Position in UGP

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$166,864
-$16,288 QoQ
Shares Held
33,240
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#88
of 179 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UGP Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

West Family Investments, Inc. holds $1,668,987 across 4 Oil & Gas Refining & Marketing names. UGP ranks #4 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSX
Phillips 66
 4,280 $723,534
2 VLO
Valero Energy Corp/Tx
 2,106 $548,486
3 MPC
Marathon Petroleum Corp
 900 $230,103
4 UGP
Ultrapar Holdings Inc
This page 		33,240 $166,864

All Filings in UGP

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $166,864 33,240
2026-03-31 $183,152 33,240
2025-12-31 $125,314 33,240
2025-09-30 $136,284 33,240
2025-06-30 $109,027 33,240
2025-03-31 $96,887 31,457
2022-06-30 $58,289 24,804
2022-03-31 $78,228 25,818
2021-12-31 $68,159 25,818