Position in TRGP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,594,893
+$539,000 QoQ
Shares Held
6,361
+11.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Capital Planning Advisors, LLC holds $1,594,893 across 1 Oil & Gas Midstream name. TRGP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
This page
|
6,361 | $1,594,893 |
All Filings in TRGP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,594,893 | 6,361 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,055,893 | 5,723 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $902,035 | 5,384 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||