Position in TRGP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$807,369
-$174,489 QoQ
Shares Held
3,011
-23.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#570
of 1,080 holders
Holding Since
Mar 2026
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, 2026BAM Wealth Management, LLC holds $1,021,468 across 2 Oil & Gas Midstream names. TRGP ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
This page
|
3,011 | $807,369 | |
| 2 | WMB |
Williams Companies, Inc.
|
2,880 | $214,099 |
All Filings in TRGP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,369 | 3,011 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $981,858 | 3,916 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||