Position in UGP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$71,659
New position
Shares Held
14,275
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#129
of 178 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Wallace Advisory Group, LLC holds $304,573 across 2 Oil & Gas Refining & Marketing names. UGP ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
911 | $232,914 | |
| 2 | UGP |
Ultrapar Holdings Inc
This page
|
14,275 | $71,659 |
All Filings in UGP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,659 | 14,275 | Shares | Other | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||