Position in KMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,651,730
-$7,267 QoQ
Shares Held
51,665
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#712
of 1,805 holders
Holding Since
Mar 2026
2 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, 2026Smith Salley Wealth Management holds $4,026,244 across 4 Oil & Gas Midstream names. KMI ranks #1 (41.0% of the industry book) .
All Filings in KMI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,651,730 | 51,665 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,658,997 | 49,478 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||