Position in KMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,708,210
+$141,187 QoQ
Shares Held
84,711
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#587
of 1,817 holders
Holding Since
Jun 2023
13 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, 2026Summit Trail Advisors, LLC holds $27,492,458 across 16 Oil & Gas Midstream names. KMI ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
56,062 | $4,167,649 | |
| 2 | TRGP |
Targa Resources Corp.
|
12,713 | $3,408,863 | |
| 3 | OKE |
Oneok Inc /New/
|
37,172 | $3,231,733 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
12,485 | $2,984,039 | |
| 5 | KMI |
Kinder Morgan, Inc.
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|
84,711 | $2,708,210 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
65,361 | $2,402,670 | |
| 7 | ET |
Energy Transfer LP
|
103,014 | $1,969,627 | |
| 8 | AM |
Antero Midstream Corp
|
65,580 | $1,491,945 |
All Filings in KMI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,708,210 | 84,711 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,567,023 | 76,559 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,866,680 | 67,904 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,166,507 | 76,528 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,298,774 | 44,176 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,222,681 | 42,856 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,053,557 | 38,451 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $631,288 | 28,578 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $501,936 | 25,261 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $358,602 | 19,553 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $341,351 | 19,351 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $404,634 | 24,405 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $385,986 | 22,415 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||