Position in TRGP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$587,226
+$24,588 QoQ
Shares Held
2,190
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#624
of 1,080 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026WJ Financial Advisors LLC holds $3,474,331 across 5 Oil & Gas Midstream names. TRGP ranks #4 (16.9% 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 | $587,226 | 2,190 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $562,638 | 2,244 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $435,051 | 2,358 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $395,059 | 2,358 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||