FINANCIAL CONSULATE, INC

Position in UGP — Ultrapar Holdings Inc

CIK 1624510 HUNT VALLEY, MD

Position in UGP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,420

-$1,175 QoQ

Shares Held

283

-39.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#168

of 178 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Energy · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $111,210 across 6 Oil & Gas Refining & Marketing names. UGP ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	329	$55,617
2	MPC	Marathon Petroleum Corp	173	$44,230
3	VLO	Valero Energy Corp/Tx	34	$8,854
4	UGP	Ultrapar Holdings Inc This page	283	$1,420
5	DINO	HF Sinclair Corp	12	$835
6	DK	Delek US Holdings, Inc.	5	$254

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,420	283	-39.9%	Shares	Sole	2026-07-23
2026-03-31	$2,595	471	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.