Position in KMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$419,925
-$20,491 QoQ
Shares Held
13,135
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,144
of 1,805 holders
Holding Since
Sep 2024
8 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, 2026LYELL WEALTH MANAGEMENT, LP holds $2,766,797 across 7 Oil & Gas Midstream names. KMI ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
3,563 | $955,382 | |
| 2 | KMI |
Kinder Morgan, Inc.
This page
|
13,135 | $419,925 | |
| 3 | ENB |
Enbridge Inc
|
6,220 | $337,186 | |
| 4 | PAA |
Plains All American Pipeline LP
|
13,400 | $298,284 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
8,096 | $297,608 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,090 | $260,520 | |
| 7 | ET |
Energy Transfer LP
|
10,350 | $197,892 |
All Filings in KMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,925 | 13,135 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $440,416 | 13,135 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $361,081 | 13,135 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $354,412 | 12,519 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $368,058 | 12,519 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $262,476 | 9,200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $252,080 | 9,200 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $203,228 | 9,200 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||