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Heritage Wealth Advisors’s Targa Resources TRGP Stock Holding History

Heritage 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
2026
Q1 		$4.01K Hold
16
– – ﹤0.01% 581
2025
Q4 		$2.95K Hold
16
– – ﹤0.01% 530
2025
Q3 		$2.68K Sell
16
-3
-16% -$500 ﹤0.01% 510
2025
Q2 		$3.31K Hold
19
– – ﹤0.01% 488
2025
Q1 		$3.81K Hold
19
– – ﹤0.01% 472
2024
Q4 		$3.39K Buy
19
+3
+19% +$538 ﹤0.01% 525
2024
Q3 		$2.37K Buy
+16
New +$2.25K ﹤0.01% 542

Other funds holding TRGP

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's TRGP Position: Q1 2026 in Review

Heritage Wealth Advisors held its Targa Resources (TRGP) position steady in Q1 2026 at 16 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Heritage Wealth Advisors first reported a position in TRGP in Q3 2024 and has held it in 7 quarters since. 1,030 funds tracked by Wall St. Rank hold TRGP as of Q1 2026.

  • Heritage Wealth Advisors held 16 shares of Targa Resources worth $4.01K as of Q1 2026.
  • Heritage Wealth Advisors left its Targa Resources share count unchanged in Q1 2026.
  • Targa Resources made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #581 holding.
  • Heritage Wealth Advisors first reported a position in Targa Resources in Q3 2024 and has held it in 7 quarters since.
  • 1,030 funds tracked by Wall St. Rank held Targa Resources as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.