Position in UGP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$63,101
-$22,590 QoQ
Shares Held
12,570
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#136
of 178 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Plan A Wealth LLC holds $371,279 across 2 Oil & Gas Refining & Marketing names. UGP ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
1,823 | $308,178 | |
| 2 | UGP |
Ultrapar Holdings Inc
This page
|
12,570 | $63,101 |
All Filings in UGP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,101 | 12,570 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $85,691 | 15,552 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,753 | 13,993 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $57,629 | 14,056 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $34,827 | 10,618 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||