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Whalen Wealth Management’s Targa Resources TRGP Stock Holding History

Whalen 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
Q1 		– Sell
-1,320
Closed -$244K – 225
2025
Q4 		$244K Buy
+1,320
New +$222K 0.13% 174

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Whalen Wealth Management's TRGP Position: Q1 2026 in Review

Whalen Wealth Management sold out of Targa Resources (TRGP) in Q1 2026, closing a stake of 1,320 shares — an estimated $244K sold.

Whalen Wealth Management first reported a position in TRGP in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 1,035 funds tracked by Wall St. Rank hold TRGP as of Q1 2026.

  • Whalen Wealth Management reported no remaining Targa Resources position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,320 Targa Resources shares in Q1 2026, an estimated $244K.
  • Whalen Wealth Management first reported a position in Targa Resources in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Targa Resources position peaked at $244K in Q4 2025.
  • 1,035 funds tracked by Wall St. Rank held Targa Resources as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.