Position in TRGP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$40,489
+$2,629 QoQ
Shares Held
151
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#946
of 1,080 holders
Holding Since
Sep 2022
16 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, 2026West Financial Advisors, LLC holds $59,609 across 4 Oil & Gas Midstream names. TRGP ranks #1 (67.9% of the industry book) .
All Filings in TRGP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,489 | 151 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $37,860 | 151 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $27,859 | 151 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $25,298 | 151 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $26,286 | 151 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $30,270 | 151 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $26,953 | 151 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $22,349 | 151 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $19,445 | 151 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $16,910 | 151 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $13,117 | 151 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $12,943 | 151 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $11,491 | 151 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $11,015 | 151 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11,098 | 151 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $9,111 | 151 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||