Position in UGP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$550,713
New position
Shares Held
99,948
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026TD Waterhouse Canada Inc. holds $20,449,855 across 8 Oil & Gas Refining & Marketing names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
59,533 | $10,064,053 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
24,571 | $6,399,271 | |
| 3 | MPC |
Marathon Petroleum Corp
|
15,333 | $3,920,188 | |
| 4 | SUN |
Sunoco LP
|
328 | $22,140 | |
| 5 | SGU |
Star Group, L.P.
|
1,400 | $17,976 | |
| 6 | CVI |
Cvr Energy Inc
|
380 | $10,465 | |
| 7 | DINO |
HF Sinclair Corp
|
122 | $8,497 | |
| 8 | DK |
Delek US Holdings, Inc.
|
143 | $7,265 |
All Filings in UGP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $550,713 | 99,948 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||