Position in KMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,081,769
+$39,896 QoQ
Shares Held
127,675
+5.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#486
of 1,805 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026IMA Advisory Services, Inc. holds $4,733,268 across 7 Oil & Gas Midstream names. KMI ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
This page
|
127,675 | $4,081,769 | |
| 2 | OKE |
Oneok Inc /New/
|
4,566 | $396,968 | |
| 3 | ENB |
Enbridge Inc
|
3,042 | $164,906 | |
| 4 | WMB |
Williams Companies, Inc.
|
685 | $50,922 | |
| 5 | PAGP |
Plains Gp Holdings LP
|
1,111 | $26,963 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
48 | $11,472 | |
| 7 | TRGP |
Targa Resources Corp.
|
1 | $268 |
All Filings in KMI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,081,769 | 127,675 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,041,873 | 120,545 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,685,199 | 134,056 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,838,609 | 135,592 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,994,548 | 135,869 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,837,199 | 134,497 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,939,188 | 143,766 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,203,889 | 145,038 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,198,771 | 160,985 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,053,096 | 166,472 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,178,851 | 180,207 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,256,461 | 196,409 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $3,436,870 | 199,586 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,476,663 | 198,553 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,564,092 | 197,129 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,296,267 | 198,093 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,924,167 | 174,473 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $3,253,446 | 172,049 | Shares | Sole | 2022-06-13 | |
| 2020-03-31 | $76,573 | 5,501 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||