Lyell Wealth Management’s Targa Resources TRGP Stock Holding History

Lyell 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
2026 Q2	$955K	Sell	3,563 -190	-5%	-$48.8K	0.06%	127
2026 Q1	$941K	Sell	3,753 -50	-1%	-$10.8K	0.07%	121
2025 Q4	$702K	Buy	3,803 +67	+2%	+$11.3K	0.05%	129
2025 Q3	$626K	Sell	3,736 -120	-3%	-$20K	0.05%	140
2025 Q2	$671K	Hold	3,856	–	–	0.05%	139
2025 Q1	$773K	Hold	3,856	–	–	0.07%	129
2024 Q4	$688K	Sell	3,856 -70	-2%	-$12.6K	0.06%	130
2024 Q3	$581K	Hold	3,926	–	–	0.05%	138
2024 Q2	$506K	Hold	3,926	–	–	0.05%	137
2024 Q1	$440K	Hold	3,926	–	–	0.04%	143
2023 Q4	$341K	Hold	3,926	–	–	0.04%	156
2023 Q3	$337K	Hold	3,926	–	–	0.05%	142
2023 Q2	$299K	Hold	3,926	–	–	0.04%	159
2023 Q1	$286K	Hold	3,926	–	–	0.04%	170
2022 Q4	$289K	Hold	3,926	–	–	0.05%	165
2022 Q3	$237K	Hold	3,926	–	–	0.04%	172
2022 Q2	$234K	Hold	3,926	–	–	0.04%	173
2022 Q1	$296K	Hold	3,926	–	–	0.04%	172
2021 Q4	$205K	Buy	+3,926	New	+$211K	0.02%	181
2018 Q4	–	Sell	-3,868	Closed	-$218K	–	117
2018 Q3	$218K	Sell	3,868 -1,500	-28%	-$80K	0.07%	111
2018 Q2	$266K	Hold	5,368	–	–	0.1%	99
2018 Q1	$236K	Buy	+5,368	New	+$256K	0.09%	100

Other funds holding TRGP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lyell Wealth Management reduced its Targa Resources (TRGP) stake by 5.1% in Q2 2026, selling an estimated $48.8K and leaving 3,563 shares worth $955K. The position accounts for 0.06% of the portfolio, ranked #127.

Lyell Wealth Management first reported a position in TRGP in Q1 2018 and has held it in 22 quarters since. 1,097 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

Lyell Wealth Management held 3,563 shares of Targa Resources worth $955K as of Q2 2026.
Lyell Wealth Management sold 190 Targa Resources shares in Q2 2026, an estimated $48.8K.
Targa Resources made up 0.06% of Lyell Wealth Management's portfolio in Q2 2026, its #127 holding.
Lyell Wealth Management first reported a position in Targa Resources in Q1 2018 and has held it in 22 quarters since.
1,097 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.