Position in TRP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$419,085
+$29,651 QoQ
Shares Held
6,322
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#417
of 693 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026FSM Wealth Advisors, LLC holds $2,529,376 across 3 Oil & Gas Midstream names. TRP ranks #3 (16.6% of the industry book) .
All Filings in TRP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,085 | 6,322 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $389,434 | 6,221 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $352,779 | 6,413 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $326,514 | 6,001 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $270,589 | 5,546 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $243,225 | 5,152 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $219,621 | 4,720 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $222,058 | 4,670 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||