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Valeo Financial Advisors’s Targa Resources TRGP Stock Holding History

Valeo Financial 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
Q2 		$235K Buy
+878
New +$226K 0.01% 705
2026
Q1 		– Sell
-1,502
Closed -$277K – 884
2025
Q4 		$277K Buy
1,502
+123
+9% +$20.7K 0.01% 653
2025
Q3 		$231K Sell
1,379
-287
-17% -$47.8K 0.01% 705
2025
Q2 		$290K Sell
1,666
-144
-8% -$24.2K 0.01% 590
2025
Q1 		$363K Buy
1,810
+282
+18% +$56K 0.01% 487
2024
Q4 		$273K Sell
1,528
-2
-0.1% -$359 0.01% 575
2024
Q3 		$226K Buy
+1,530
New +$215K 0.01% 619
2020
Q1 		– Sell
-1,276
Closed -$52K – 1915
2019
Q4 		$52K Buy
1,276
+297
+30% +$11.5K 0.01% 633
2019
Q3 		$39K Buy
979
+14
+1% +$535 ﹤0.01% 683
2019
Q2 		$38K Buy
965
+495
+105% +$19.7K ﹤0.01% 680
2019
Q1 		$20K Hold
470
– – ﹤0.01% 794
2018
Q4 		$17K Sell
470
-6
-1% -$290 ﹤0.01% 760
2018
Q3 		$25K Buy
476
+5
+1% +$267 ﹤0.01% 709
2018
Q2 		$25K Sell
471
-29
-6% -$1.38K ﹤0.01% 703
2018
Q1 		$22K Buy
500
+1
+0.2% +$48 ﹤0.01% 694
2017
Q4 		$24K Hold
499
– – ﹤0.01% 629
2017
Q3 		$24K Buy
+499
New +$22.7K 0.01% 529

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's TRGP Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Targa Resources (TRGP) in Q2 2026: 878 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TRGP as recently as Q4 2025.

Valeo Financial Advisors first reported a position in TRGP in Q3 2017 and has held it in 17 quarters since. The position peaked at $363K in Q1 2025. 1,097 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • Valeo Financial Advisors held 878 shares of Targa Resources worth $235K as of Q2 2026.
  • Targa Resources was a new Valeo Financial Advisors position in Q2 2026.
  • Targa Resources made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #705 holding.
  • Valeo Financial Advisors first reported a position in Targa Resources in Q3 2017 and has held it in 17 quarters since.
  • Valeo Financial Advisors's Targa Resources position peaked at $363K in Q1 2025.
  • 1,097 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.