IBEX WEALTH ADVISORS

Position in KMI — Kinder Morgan, Inc.

CIK 1686242 BEDMINSTER, NJ

Position in KMI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$18,171,012

-$647,298 QoQ

Shares Held

568,377

+1.3% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#217

of 1,805 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Energy · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $61,090,244 across 3 Oil & Gas Midstream names. KMI ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	357,365	$26,566,514
2	KMI	Kinder Morgan, Inc. This page	568,377	$18,171,012
3	OKE	Oneok Inc /New/	188,092	$16,352,718

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,171,012	568,377	+1.3%	Shares	Sole	2026-07-27
2026-03-31	$18,818,310	561,238	+3.7%	Shares	Sole	2026-04-30
2025-12-31	$14,871,402	540,975	+33.6%	Shares	Sole	2026-02-17
2025-09-30	$11,460,765	404,831	+1.1%	Shares	Sole	2025-11-12
2025-06-30	$11,770,466	400,356	+4.2%	Shares	Sole	2025-08-07
2025-03-31	$10,962,852	384,257	+0.9%	Shares	Sole	2025-04-15
2024-12-31	$10,439,838	381,016	+9.7%	Shares	Sole	2025-01-23
2024-06-30	$6,901,844	347,350	+910.2%	Shares	Sole	2024-08-06
2024-03-31	$630,620	34,385	+10319.7%	Shares	Sole	2024-04-18
2023-12-31	$5,821	330	-99.0%	Shares	Sole	2024-01-29
2023-09-30	$533,362	32,169	+29.3%	Shares	Sole	2023-11-07
2023-03-31	$435,561	24,875	-27.7%	Shares	Sole	2023-05-15
2022-12-31	$621,680	34,385	+12.0%	Shares	Sole	2023-02-06
2022-09-30	$510,748	30,694	+0.7%	Shares	Sole	2022-10-31
2022-06-30	$510,794	30,477	+18.4%	Shares	Sole	2022-08-16
2022-03-31	$486,894	25,748	+152.4%	Shares	Sole	2022-05-16
2021-12-31	$161,787	10,201	+36.8%	Shares	Sole	2022-02-22
2021-09-30	$124,772	7,458	-94.2%	Shares	Sole	2021-11-12
2020-06-30	$1,940,819	127,938	-0.9%	Shares	Sole	2020-08-14
2020-03-31	$1,797,392	129,123	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.