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 Q3	$963K	Hold	3,563	–	–	0.06%	131
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lyell Wealth Management's TRGP Position: Q3 2026 in Review

Lyell Wealth Management held its Targa Resources (TRGP) position steady in Q3 2026 at 3,563 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #131.

Lyell Wealth Management first reported a position in TRGP in Q1 2018 and has held it in 23 quarters since. 691 funds tracked by Wall St. Rank hold TRGP as of Q3 2026.

Lyell Wealth Management held 3,563 shares of Targa Resources worth $963K as of Q3 2026.
Lyell Wealth Management left its Targa Resources share count unchanged in Q3 2026.
Targa Resources made up 0.06% of Lyell Wealth Management's portfolio in Q3 2026, its #131 holding.
Lyell Wealth Management first reported a position in Targa Resources in Q1 2018 and has held it in 23 quarters since.
691 funds tracked by Wall St. Rank held Targa Resources as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.