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Delos Wealth Advisors’s Targa Resources TRGP Stock Holding History

Delos Wealth Advisors’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
Q1 		– Sell
-500
Closed -$89.3K – 173
2024
Q4 		$89.3K Hold
500
– – 0.07% 63
2024
Q3 		$74K Sell
500
-26
-5% -$3.66K 0.06% 77
2024
Q2 		$67.7K Hold
526
– – 0.07% 73
2024
Q1 		$58.9K Buy
526
+26
+5% +$2.45K 0.07% 65
2023
Q4 		$43.4K Buy
+500
New +$42.9K 0.06% 65

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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delos Wealth Advisors's TRGP Position: Q1 2025 in Review

Delos Wealth Advisors sold out of Targa Resources (TRGP) in Q1 2025, closing a stake of 500 shares — an estimated $89.3K sold.

Delos Wealth Advisors first reported a position in TRGP in Q4 2023 and held it in 5 quarters. The position peaked at $89.3K in Q4 2024. 976 funds tracked by Wall St. Rank hold TRGP as of Q1 2025.

  • Delos Wealth Advisors reported no remaining Targa Resources position as of Q1 2025 after selling out during the quarter.
  • Delos Wealth Advisors sold 500 Targa Resources shares in Q1 2025, an estimated $89.3K.
  • Delos Wealth Advisors first reported a position in Targa Resources in Q4 2023 and held it in 5 quarters.
  • Delos Wealth Advisors's Targa Resources position peaked at $89.3K in Q4 2024.
  • 976 funds tracked by Wall St. Rank held Targa Resources as of Q1 2025.

Based on Delos Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.