Position in TRGP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$513,996
+$53,479 QoQ
Shares Held
2,050
-42.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $16,557,364 across 11 Oil & Gas Midstream names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
49,777 | $3,700,422 | |
| 2 | ENB |
Enbridge Inc
|
60,387 | $3,273,579 | |
| 3 | ET |
Energy Transfer LP
|
99,789 | $1,907,965 | |
| 4 | OKE |
Oneok Inc /New/
|
21,829 | $1,897,813 | |
| 5 | KNTK |
Kinetik Holdings Inc.
|
33,846 | $1,636,115 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
45,970 | $1,469,660 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
28,733 | $1,056,225 | |
| 8 | MPLX |
Mplx LP
|
10,467 | $589,606 |
All Filings in TRGP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,996 | 2,050 | Shares | Sole | 2026-05-01 | |
| 2024-06-30 | $460,517 | 3,576 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||