Position in UGP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$114,955
+$36,087 QoQ
Shares Held
20,863
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Beaumont Financial Advisors, LLC holds $514,840 across 2 Oil & Gas Refining & Marketing names. UGP ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
2,195 | $399,885 | |
| 2 | UGP |
Ultrapar Holdings Inc
This page
|
20,863 | $114,955 |
All Filings in UGP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,955 | 20,863 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $78,868 | 20,920 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $85,772 | 20,920 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $74,597 | 22,743 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $70,048 | 22,743 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $59,814 | 22,743 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $88,242 | 22,743 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $88,925 | 22,743 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $130,089 | 22,743 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $123,267 | 22,743 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $83,466 | 22,743 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $89,379 | 22,743 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $62,088 | 22,743 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $55,038 | 22,743 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||