Position in KMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,462,619
-$2,576,693 QoQ
Shares Held
358,543
-14.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#291
of 1,805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Sterling Investment Advisors, Ltd. holds $12,535,526 across 3 Oil & Gas Midstream names. KMI ranks #1 (91.4% of the industry book) .
All Filings in KMI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,462,619 | 358,543 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,039,312 | 418,709 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,341,058 | 448,929 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,690,382 | 448,265 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,152,090 | 447,350 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $13,003,003 | 455,766 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $13,041,934 | 475,983 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,489,141 | 520,106 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,725,229 | 539,770 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,848,396 | 536,990 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,104,868 | 516,149 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,351,478 | 503,708 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,636,398 | 443,461 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,667,121 | 437,871 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,672,248 | 424,350 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,914,535 | 415,537 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,442,225 | 384,381 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,573,021 | 347,595 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,959,385 | 249,646 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,987,191 | 178,553 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,048,985 | 167,251 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,755,242 | 165,480 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,773,340 | 129,725 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,514,000 | 122,790 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,421,580 | 93,710 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,253,955 | 90,083 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||