AWM
TRGP icon

Axxcess Wealth Management’s Targa Resources TRGP Stock Holding History

Axxcess Wealth Management’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
2025
Q3 		– Sell
-2,160
Closed -$376K – 968
2025
Q2 		$376K Buy
2,160
+236
+12% +$39.6K 0.01% 661
2025
Q1 		$386K Buy
1,924
+207
+12% +$41.1K 0.01% 604
2024
Q4 		$307K Buy
+1,717
New +$308K 0.01% 668

Other funds holding TRGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Axxcess Wealth Management's TRGP Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Targa Resources (TRGP) in Q3 2025, closing a stake of 2,160 shares — an estimated $376K sold.

Axxcess Wealth Management first reported a position in TRGP in Q4 2024 and held it in 3 quarters. The position peaked at $386K in Q1 2025. 903 funds tracked by Wall St. Rank hold TRGP as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Targa Resources position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,160 Targa Resources shares in Q3 2025, an estimated $376K.
  • Axxcess Wealth Management first reported a position in Targa Resources in Q4 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's Targa Resources position peaked at $386K in Q1 2025.
  • 903 funds tracked by Wall St. Rank held Targa Resources as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.