Recurrent Investment Advisors LLC

Position in TRGP — Targa Resources Corp.

CIK 1803146 HOUSTON, TX

Position in TRGP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$118,294,664

+$20,777,927 QoQ

Shares Held

471,801

-10.7% QoQ

Ownership

0.220%

of shares outstanding

% of Portfolio

7.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Recurrent Investment Advisors LLC holds $941,530,412 across 17 Oil & Gas Midstream names. TRGP ranks #1 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRGP	Targa Resources Corp. This page	471,801	$118,294,664
2	ET	Energy Transfer LP	5,562,381	$107,353,953
3	OKE	Oneok Inc /New/	1,156,034	$104,493,913
4	LNG	Cheniere Energy, Inc.	300,074	$85,148,998
5	KMI	Kinder Morgan, Inc.	2,430,444	$81,492,787
6	PBA	Pembina Pipeline Corp	1,494,250	$66,882,630
7	EPD	Enterprise Products Partners L.P.	1,675,483	$63,400,276
8	WMB	Williams Companies, Inc.	762,867	$55,521,460

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$118,294,664	471,801	-10.7%	Shares	Sole	2026-05-15
2025-12-31	$97,516,737	528,546	+4.2%	Shares	Sole	2026-02-13
2025-09-30	$84,945,125	507,014	+16.3%	Shares	Sole	2025-11-13
2025-06-30	$75,879,905	435,891	+21.9%	Shares	Sole	2025-08-14
2025-03-31	$71,709,923	357,709	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$63,776,265	357,290	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$53,585,540	362,040	-0.4%	Shares	Sole	2024-11-14
2024-06-30	$46,807,022	363,465	+2.3%	Shares	Sole	2024-08-14
2024-03-31	$39,791,390	355,312	+1.9%	Shares	Sole	2024-05-15
2023-12-31	$30,297,736	348,771	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$29,874,105	348,508	-0.7%	Shares	Sole	2023-11-14
2023-06-30	$26,719,318	351,108	+1.8%	Shares	Sole	2023-08-14
2023-03-31	$25,168,333	345,008	-5.5%	Shares	Sole	2023-05-15
2022-12-31	$26,831,248	365,051	+16.6%	Shares	Sole	2023-02-14
2022-09-30	$18,889,497	313,051	+4.9%	Shares	Sole	2022-11-14
2022-06-30	$17,808,571	298,451	+32.3%	Shares	Sole	2022-08-15
2022-03-31	$17,030,409	225,658	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$11,657,773	223,158	+5.7%	Shares	Sole	2022-02-14
2021-09-30	$10,391,085	211,158	+21.1%	Shares	Sole	2021-11-15
2021-06-30	$7,751,279	174,382	+18.0%	Shares	Sole	2021-08-16
2021-03-31	$4,692,872	147,807	-0.9%	Shares	Sole	2021-05-14
2020-12-31	$3,935,473	149,184	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.