Position in KMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,549,255
-$222,804 QoQ
Shares Held
79,739
-3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#602
of 1,811 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 6%
None 94%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Regal Investment Advisors LLC holds $4,281,106 across 3 Oil & Gas Midstream names. KMI ranks #1 (59.5% of the industry book) .
All Filings in KMI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,549,255 | 79,739 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,772,059 | 82,674 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,272,048 | 82,650 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,260,440 | 79,846 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,238,398 | 76,136 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,276,665 | 79,799 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,487,426 | 90,782 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,881,979 | 85,196 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,896,787 | 145,787 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,423,796 | 132,159 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,264,781 | 128,389 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,115,276 | 127,580 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,159,146 | 125,386 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,026,502 | 115,734 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,791,402 | 99,082 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,532,693 | 92,109 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,167,803 | 69,678 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,149,274 | 60,776 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $825,465 | 52,047 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $858,951 | 51,342 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $661,256 | 36,273 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $507,799 | 37,147 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $409,074 | 26,966 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||