Position in UGP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,339,171
-$5,007,373 QoQ
Shares Held
968,997
-64.7% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026JPMORGAN CHASE & CO holds $2,222,428,953 across 16 Oil & Gas Refining & Marketing names. UGP ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
3,435,812 | $838,956,565 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
2,969,050 | $733,592,863 | |
| 3 | PSX |
Phillips 66
|
2,239,805 | $408,047,666 | |
| 4 | SUN |
Sunoco LP
|
1,504,690 | $97,759,706 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
552,043 | $34,579,971 | |
| 6 | DINO |
HF Sinclair Corp
|
537,268 | $33,520,146 | |
| 7 | DKL |
Delek Logistics Partners, LP
|
377,693 | $18,794,003 | |
| 8 | PBF |
PBF Energy Inc.
|
309,771 | $14,751,292 |
All Filings in UGP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,339,171 | 968,997 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $10,346,544 | 2,744,442 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $16,745,161 | 4,084,186 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $6,162,803 | 1,878,904 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,303,117 | 1,072,441 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,615,583 | 1,374,747 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $617,469 | 159,142 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $211,174 | 54,009 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $101,804 | 17,798 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $3,783 | 698 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $4,359 | 1,188 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $53,353 | 13,576 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $35,156 | 12,878 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $31,164 | 12,878 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $147,429 | 67,320 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,263 | 12,878 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $39,020 | 12,878 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $33,997 | 12,878 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $34,770 | 12,878 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $48,421 | 12,878 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $49,193 | 12,878 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $439,133 | 96,939 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $44,042 | 12,878 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,342 | 3,346 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $8,130 | 3,346 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||