Position in UGP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$586,757
New position
Shares Held
116,884
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 179 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 93%
Shared 0%
None 7%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $236,260,876 across 11 Oil & Gas Refining & Marketing names. UGP ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
548,666 | $142,894,571 | |
| 2 | PSX |
Phillips 66
|
250,347 | $42,321,156 | |
| 3 | MPC |
Marathon Petroleum Corp
|
136,693 | $34,948,297 | |
| 4 | DINO |
HF Sinclair Corp
|
105,009 | $7,313,876 | |
| 5 | APC |
ARKO Petroleum Corp.
|
128,971 | $2,431,103 | |
| 6 | SUN |
Sunoco LP
|
29,669 | $2,002,657 | |
| 7 | WKC |
World Kinect Corp
|
50,652 | $1,668,476 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
55,284 | $1,239,467 |
All Filings in UGP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586,757 | 116,884 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||