Position in UGP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,184
-$116 QoQ
Shares Held
236
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 178 holders
Holding Since
Sep 2025
4 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, 2026Physician Wealth Advisors, Inc. holds $218,140 across 8 Oil & Gas Refining & Marketing names. UGP ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
494 | $83,510 | |
| 2 | MPC |
Marathon Petroleum Corp
|
293 | $74,911 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
143 | $37,242 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
233 | $13,066 | |
| 5 | DINO |
HF Sinclair Corp
|
54 | $3,761 | |
| 6 | DK |
Delek US Holdings, Inc.
|
70 | $3,556 | |
| 7 | UGP |
Ultrapar Holdings Inc
This page
|
236 | $1,184 | |
| 8 | PBF |
PBF Energy Inc.
|
20 | $910 |
All Filings in UGP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184 | 236 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,300 | 236 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $889 | 236 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $967 | 236 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||