Position in TRGP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$545,933
-$903,787 QoQ
Shares Held
2,036
-64.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#631
of 1,080 holders
Holding Since
Jun 2024
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, 2026Triad Wealth Partners, LLC holds $2,724,339 across 6 Oil & Gas Midstream names. TRGP ranks #2 (20.0% 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 | $545,933 | 2,036 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,449,720 | 5,782 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,012,720 | 5,489 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $2,189 | 17 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||