Position in KMI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$10,639,907
+$4,309,373 QoQ
Shares Held
317,325
+37.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $104,170,663 across 19 Oil & Gas Midstream names. KMI ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
144,460 | $40,991,969 | |
| 2 | OKE |
Oneok Inc /New/
|
212,473 | $19,205,434 | |
| 3 | MPLX |
Mplx LP
|
200,244 | $11,427,925 | |
| 4 | KMI |
Kinder Morgan, Inc.
This page
|
317,325 | $10,639,907 | |
| 5 | ENB |
Enbridge Inc
|
98,447 | $5,329,920 | |
| 6 | WMB |
Williams Companies, Inc.
|
59,188 | $4,307,702 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
65,700 | $2,486,088 | |
| 8 | TRGP |
Targa Resources Corp.
|
8,774 | $2,199,905 |
All Filings in KMI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,639,907 | 317,325 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,330,534 | 230,285 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,514,414 | 230,110 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,877,207 | 199,905 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,118,396 | 179,404 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,873,309 | 177,858 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,793,802 | 171,743 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $840,997 | 42,325 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $751,848 | 40,995 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $586,776 | 33,264 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $341,680 | 20,608 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $418,842 | 24,323 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $256,171 | 14,630 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $301,050 | 16,651 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $226,453 | 13,609 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $209,818 | 12,519 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $262,792 | 13,897 | Shares | Sole | 2022-05-13 | |
| 2020-03-31 | $154,679 | 11,112 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||