Position in TRGP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$290,127
+$31,625 QoQ
Shares Held
1,082
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#776
of 1,080 holders
Holding Since
Sep 2021
20 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 Jun 30, 2026Summit Financial, LLC holds $57,994,633 across 18 Oil & Gas Midstream names. TRGP ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
716,515 | $13,699,766 | |
| 2 | WMB |
Williams Companies, Inc.
|
83,500 | $6,207,390 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
146,040 | $5,368,430 | |
| 4 | FRO |
Frontline plc
|
145,051 | $5,046,324 | |
| 5 | WES |
Western Midstream Partners, LP
|
94,579 | $4,138,777 | |
| 6 | PBA |
Pembina Pipeline Corp
|
83,956 | $3,882,965 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
15,555 | $3,717,800 | |
| 8 | OKE |
Oneok Inc /New/
|
34,517 | $3,000,907 |
All Filings in TRGP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,127 | 1,082 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $258,502 | 1,031 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $953,127 | 5,166 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $918,286 | 5,481 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $993,822 | 5,709 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,820,267 | 9,080 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $824,313 | 4,618 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $710,744 | 4,802 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $614,538 | 4,772 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $413,131 | 3,689 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $346,263 | 3,986 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $343,394 | 4,006 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $304,856 | 4,006 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $292,237 | 4,006 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $294,294 | 4,004 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $237,980 | 3,944 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $235,338 | 3,944 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $305,351 | 4,046 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $214,863 | 4,113 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $204,910 | 4,164 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||