PERSONAL CFO SOLUTIONS, LLC

Position in UGP — Ultrapar Holdings Inc

CIK 1677501 CHESTER, NJ

Position in UGP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$260,939

New position

Shares Held

51,980

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#75

of 178 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 8% Shared 0% None 92%

Energy · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,902,753 across 4 Oil & Gas Refining & Marketing names. UGP ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	5,905	$1,509,731
2	VLO	Valero Energy Corp/Tx	5,729	$1,492,060
3	PSX	Phillips 66	3,786	$640,023
4	UGP	Ultrapar Holdings Inc This page	51,980	$260,939

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,939	51,980	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.