Compound Planning, Inc.

Position in UGP — Ultrapar Holdings Inc

CIK 1978879 NEW YORK, NY

Position in UGP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$845,533

-$29,757 QoQ

Shares Held

168,433

+6.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#48

of 178 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Compound Planning, Inc. holds $6,922,576 across 5 Oil & Gas Refining & Marketing names. UGP ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	12,739	$3,317,744
2	MPC	Marathon Petroleum Corp	4,828	$1,234,374
3	PSX	Phillips 66	6,956	$1,175,910
4	UGP	Ultrapar Holdings Inc This page	168,433	$845,533
5	DINO	HF Sinclair Corp	5,011	$349,015

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$845,533	168,433	+6.0%	Shares	Other	2026-08-04
2026-03-31	$875,290	158,855	-1.5%	Shares	Other	2026-05-14
2025-12-31	$608,240	161,337	+745.3%	Shares	Sole	2026-02-19
2025-09-30	$78,252	19,086	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$62,142	18,946	-9.0%	Shares	Sole	2025-08-14
2025-03-31	$64,116	20,817	+5.6%	Shares	Sole	2025-05-14
2024-12-31	$51,853	19,716	-29.7%	Shares	Sole	2025-01-17
2024-09-30	$108,756	28,030	-76.9%	Shares	Sole	2024-10-08
2024-06-30	$474,947	121,470	+13.7%	Shares	Sole	2024-07-26
2024-03-31	$611,010	106,820	-7.0%	Shares	Sole	2024-05-07
2023-12-31	$622,557	114,863	+62.5%	Shares	Sole	2024-02-08
2023-09-30	$259,424	70,688	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.