Position in TRGP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,460,826
+$43,701 QoQ
Shares Held
5,448
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#481
of 1,080 holders
Holding Since
Sep 2025
4 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, 2026Legacy Financial Advisors, Inc. holds $3,171,036 across 5 Oil & Gas Midstream names. TRGP ranks #1 (46.1% of the industry book) .
All Filings in TRGP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,460,826 | 5,448 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,417,125 | 5,652 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,188,180 | 6,440 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $666,809 | 3,980 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||