Atwood & Palmer’s Targa Resources TRGP Stock Holding History

Atwood & Palmer’s Portfolio TRGP Stock Details TRGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$155K	Hold	575	–	–	0.01%	175
2026 Q2	$154K	Hold	575	–	–	0.01%	171
2026 Q1	$144K	Hold	575	–	–	0.01%	174
2025 Q4	$106K	Hold	575	–	–	0.01%	185
2025 Q3	$96.3K	Hold	575	–	–	0.01%	195
2025 Q2	$100K	Buy	575 +485	+539%	+$81.5K	0.01%	189
2025 Q1	$18K	Hold	90	–	–	﹤0.01%	296
2024 Q4	$16.1K	Buy	+90	New	+$16.1K	﹤0.01%	304
2019 Q2	–	Sell	-310	Closed	-$13K	–	331
2019 Q1	$13K	Hold	310	–	–	﹤0.01%	244
2018 Q4	$11K	Sell	310 -207	-40%	-$10K	﹤0.01%	245
2018 Q3	$29K	Hold	517	–	–	﹤0.01%	208
2018 Q2	$26K	Sell	517 -207	-29%	-$9.84K	﹤0.01%	215
2018 Q1	$32K	Sell	724 -206	-22%	-$9.81K	﹤0.01%	201
2017 Q4	$45K	Hold	930	–	–	0.01%	183
2017 Q3	$44K	Hold	930	–	–	0.01%	188
2017 Q2	$42K	Hold	930	–	–	0.01%	192
2017 Q1	$56K	Hold	930	–	–	0.01%	174
2016 Q4	$52K	Hold	930	–	–	0.01%	166
2016 Q3	$46K	Hold	930	–	–	0.01%	176
2016 Q2	$39K	Hold	930	–	–	0.01%	183
2016 Q1	$28K	Buy	+930	New	+$22.2K	0.01%	209

Other funds holding TRGP

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Atwood & Palmer's TRGP Position: Q3 2026 in Review

Atwood & Palmer held its Targa Resources (TRGP) position steady in Q3 2026 at 575 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #175.

Atwood & Palmer first reported a position in TRGP in Q1 2016 and has held it in 21 quarters since. 37 funds tracked by Wall St. Rank hold TRGP as of Q3 2026.

Atwood & Palmer held 575 shares of Targa Resources worth $155K as of Q3 2026.
Atwood & Palmer left its Targa Resources share count unchanged in Q3 2026.
Targa Resources made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #175 holding.
Atwood & Palmer first reported a position in Targa Resources in Q1 2016 and has held it in 21 quarters since.
37 funds tracked by Wall St. Rank held Targa Resources as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.