Avior Wealth Management’s Targa Resources TRGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$952K Buy
3,549
+196
+6% +$50.4K 0.03% 370
2026
Q1
$841K Buy
3,353
+4
+0.1% +$867 0.02% 402
2025
Q4
$618K Buy
+3,349
New +$564K 0.02% 411
2025
Q2
Sell
-3,397
Closed -$681K 778
2025
Q1
$681K Buy
3,397
+1,030
+44% +$204K 0.03% 341
2024
Q4
$423K Buy
2,367
+6
+0.3% +$1.08K 0.02% 496
2024
Q3
$349K Buy
2,361
+1,025
+77% +$144K 0.01% 549
2024
Q2
$172K Sell
1,336
-441
-25% -$51.6K 0.01% 710
2024
Q1
$199K Buy
1,777
+1,776
+177,600% +$168K 0.01% 709
2023
Q4
$86 Hold
1
﹤0.01% 1498
2023
Q3
$85 Hold
1
﹤0.01% 1565
2023
Q2
$76 Buy
+1
New +$73 ﹤0.01% 1533
2020
Q4
Sell
-7,944
Closed -$111K 1079
2020
Q3
$111K Buy
7,944
+897
+13% +$15.8K 0.02% 436
2020
Q2
$141K Buy
+7,047
New +$106K 0.02% 405
2020
Q1
Sell
-3,601
Closed -$147K 894
2019
Q4
$147K Hold
3,601
0.02% 401
2019
Q3
$144K Hold
3,601
0.03% 388
2019
Q2
$141K Hold
3,601
0.03% 389
2019
Q1
$149K Sell
3,601
-3,001
-45% -$126K 0.03% 373
2018
Q4
$237K Buy
6,602
+505
+8% +$24.4K 0.06% 281
2018
Q3
$343K Sell
6,097
-451
-7% -$24.1K 0.07% 237
2018
Q2
$324K Buy
6,548
+299
+5% +$14.2K 0.07% 237
2018
Q1
$275K Sell
6,249
-248
-4% -$11.8K 0.06% 243
2017
Q4
$315K Buy
6,497
+6,346
+4,203% +$284K 0.07% 237
2017
Q3
$7K Hold
151
﹤0.01% 369
2017
Q2
$7K Buy
151
+33
+28% +$1.66K ﹤0.01% 347
2017
Q1
$7K Buy
+118
New +$6.85K ﹤0.01% 389
2016
Q2
Sell
-116
Closed -$3K 488
2016
Q1
$3K Sell
116
-14
-11% -$334 ﹤0.01% 424
2015
Q4
$4K Hold
130
﹤0.01% 379
2015
Q3
$7K Sell
130
-10
-7% -$732 ﹤0.01% 303
2015
Q2
$12K Buy
+140
New +$13.7K 0.01% 255

Other funds holding TRGP

Avior Wealth Management's TRGP Position: Q2 2026 in Review

Avior Wealth Management increased its Targa Resources (TRGP) stake by 5.8% in Q2 2026, buying an estimated $50.4K and bringing the position to 3,549 shares worth $952K. The position accounts for 0.03% of the portfolio, ranked #370.

Avior Wealth Management first reported a position in TRGP in Q2 2015 and has held it in 29 quarters since. 1,095 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • Avior Wealth Management held 3,549 shares of Targa Resources worth $952K as of Q2 2026.
  • Avior Wealth Management bought 196 Targa Resources shares in Q2 2026, an estimated $50.4K.
  • Targa Resources made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Avior Wealth Management first reported a position in Targa Resources in Q2 2015 and has held it in 29 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.