Position in TRGP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$304,070
+$86,186 QoQ
Shares Held
1,134
+30.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#757
of 1,080 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in TRGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $28,466,554 across 14 Oil & Gas Midstream names. TRGP ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
255,531 | $9,393,319 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
171,310 | $5,476,780 | |
| 3 | OKE |
Oneok Inc /New/
|
30,843 | $2,681,490 | |
| 4 | ET |
Energy Transfer LP
|
139,116 | $2,659,897 | |
| 5 | ENB |
Enbridge Inc
|
44,804 | $2,428,824 | |
| 6 | DTM |
DT Midstream, Inc.
|
13,854 | $2,032,935 | |
| 7 | WMB |
Williams Companies, Inc.
|
22,347 | $1,661,275 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
2,435 | $581,989 |
All Filings in TRGP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,070 | 1,134 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $217,884 | 869 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||