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Phillips Wealth Planners’s Targa Resources TRGP Stock Holding History

Phillips Wealth Planners’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
Q2 		– Sell
-1,239
Closed -$203K – 196
2025
Q1 		$203K Sell
1,239
-59
-5% -$11.7K 0.21% 169
2024
Q4 		$251K Sell
1,298
-35
-3% -$6.28K 0.25% 144
2024
Q3 		$217K Sell
1,333
-273
-17% -$38.4K 0.21% 178
2024
Q2 		$213K Buy
+1,606
New +$188K 0.23% 169

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Phillips Wealth Planners's TRGP Position: Q2 2025 in Review

Phillips Wealth Planners sold out of Targa Resources (TRGP) in Q2 2025, closing a stake of 1,239 shares — an estimated $203K sold.

Phillips Wealth Planners first reported a position in TRGP in Q2 2024 and held it in 4 quarters. The position peaked at $251K in Q4 2024. 914 funds tracked by Wall St. Rank hold TRGP as of Q2 2025.

  • Phillips Wealth Planners reported no remaining Targa Resources position as of Q2 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,239 Targa Resources shares in Q2 2025, an estimated $203K.
  • Phillips Wealth Planners first reported a position in Targa Resources in Q2 2024 and held it in 4 quarters.
  • Phillips Wealth Planners's Targa Resources position peaked at $251K in Q4 2024.
  • 914 funds tracked by Wall St. Rank held Targa Resources as of Q2 2025.

Based on Phillips Wealth Planners's 13F filing for Q2 2025, filed 11 Jul 2025.