Global Retirement Partners, LLC
PensionPosition in UGP — Ultrapar Holdings Inc
CIK 1749744
San Rafael, CA
Position in UGP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$22,956
+$6,745 QoQ
Shares Held
4,573
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 178 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Global Retirement Partners, LLC holds $8,923,438 across 13 Oil & Gas Refining & Marketing names. UGP ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
12,769 | $3,264,650 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
10,780 | $2,807,543 | |
| 3 | PSX |
Phillips 66
|
12,029 | $2,033,502 | |
| 4 | DINO |
HF Sinclair Corp
|
5,125 | $356,956 | |
| 5 | SUN |
Sunoco LP
|
3,514 | $237,195 | |
| 6 | PBF |
PBF Energy Inc.
|
2,259 | $102,829 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
8,353 | $60,225 | |
| 8 | UGP |
Ultrapar Holdings Inc
This page
|
4,573 | $22,956 |
All Filings in UGP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,956 | 4,573 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $16,211 | 4,300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,956 | 1,209 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,965 | 1,209 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,179 | 1,209 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,858 | 2,283 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $31,811 | 8,136 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $10,095 | 1,765 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,937 | 1,280 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,437 | 1,209 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,751 | 1,209 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,300 | 1,209 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,925 | 1,209 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,647 | 1,209 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,999 | 851 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,320 | 766 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||