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Carolina Wealth Advisors, LLC → TRGP

Carolina Wealth Advisors, LLC TRGP Position History

Targa Resources Corp. • Energy

Quarters held
4
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$64K
Q1 2026$4M
Q2 2026$4.3M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M16.0K——
Q2 2026$4.3M15.9K——
Q1 2026$4M16.1K——
Q4 2025$64K347——

Other funds holding TRGP

Other Carolina Wealth Advisors, LLC positions

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SCHW-PJ

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$12.4M
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SCHWAB US TIPS ETF

$12M
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BNY MELLON US LARGE CAP CORE EQUITY ETF

$10.4M