Position in TRGP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,250,287
+$211,529 QoQ
Shares Held
15,851
-1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#80
of 383 holders
Holding Since
Sep 2025
4 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, 2026Carolina Wealth Advisors, LLC holds $7,268,585 across 3 Oil & Gas Midstream names. TRGP ranks #1 (58.5% 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 | $4,250,287 | 15,851 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,038,758 | 16,108 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $64,021 | 347 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $57,801 | 345 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||