Position in TRGP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$955,382
+$14,393 QoQ
Shares Held
3,563
-5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#538
of 1,080 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $2,766,797 across 7 Oil & Gas Midstream names. TRGP ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
This page
|
3,563 | $955,382 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
13,135 | $419,925 | |
| 3 | ENB |
Enbridge Inc
|
6,220 | $337,186 | |
| 4 | PAA |
Plains All American Pipeline LP
|
13,400 | $298,284 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
8,096 | $297,608 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,090 | $260,520 | |
| 7 | ET |
Energy Transfer LP
|
10,350 | $197,892 |
All Filings in TRGP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,382 | 3,563 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $940,989 | 3,753 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $701,653 | 3,803 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $625,929 | 3,736 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $671,252 | 3,856 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $773,012 | 3,856 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $688,296 | 3,856 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $581,087 | 3,926 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $505,590 | 3,926 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $439,672 | 3,926 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $341,051 | 3,926 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $336,536 | 3,926 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $298,768 | 3,926 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $286,401 | 3,926 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $288,561 | 3,926 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $236,894 | 3,926 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $234,264 | 3,926 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $296,295 | 3,926 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $205,094 | 3,926 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||