Position in KMI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$287,889
-$13,445 QoQ
Shares Held
9,005
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,300
of 1,811 holders
Holding Since
Mar 2020
5 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, 2026Cypress Wealth Services, LLC holds $2,620,955 across 6 Oil & Gas Midstream names. KMI ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
15,254 | $826,919 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
3,086 | $737,584 | |
| 3 | VNOM |
Viper Energy, Inc.
|
7,850 | $332,840 | |
| 4 | KMI |
Kinder Morgan, Inc.
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|
9,005 | $287,889 | |
| 5 | FLNG |
Flex LNG Ltd.
|
7,799 | $218,839 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
5,900 | $216,884 |
All Filings in KMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,889 | 9,005 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $301,334 | 8,987 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $287,930 | 10,474 | Shares | Sole | 2026-01-14 | |
| 2023-03-31 | $249,027 | 14,222 | Shares | Sole | 2023-04-07 | |
| 2020-03-31 | $139,575 | 10,027 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||