Position in KMI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$820,797
-$34,352 QoQ
Shares Held
25,674
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#886
of 1,773 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Derivatives in KMI
reported options exposure · as of Dec 31, 2021CallValue
$15,860
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $11,377,490 across 11 Oil & Gas Midstream names. KMI ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
209,108 | $3,998,144 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
93,271 | $3,428,641 | |
| 3 | KMI |
Kinder Morgan, Inc.
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|
25,674 | $820,797 | |
| 4 | OKE |
Oneok Inc /New/
|
6,602 | $573,977 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
2,282 | $545,420 | |
| 6 | MPLX |
Mplx LP
|
7,991 | $450,133 | |
| 7 | WMB |
Williams Companies, Inc.
|
5,477 | $407,160 | |
| 8 | PAA |
Plains All American Pipeline LP
|
15,553 | $346,209 |
All Filings in KMI
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,797 | 25,674 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $855,149 | 25,504 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $814,611 | 29,633 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,026,662 | 36,265 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,176,793 | 40,027 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,119,003 | 39,222 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $739,608 | 26,993 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $599,169 | 27,124 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $532,416 | 26,795 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $534,721 | 29,156 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $441,829 | 25,047 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $212,025 | 12,788 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $293,721 | 17,057 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,138,111 | 122,108 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $420,649 | 23,266 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,000,510 | 120,223 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $306,775 | 18,304 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $653,680 | 34,568 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $15,860 | 1,000 | Call | Sole | 2022-01-07 | |
| 2021-12-31 | $238,788 | 15,056 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $305,021 | 18,232 | Shares | Sole | 2021-11-02 | |
| 2021-09-30 | $16,730 | 1,000 | Call | Sole | 2021-11-02 | |
| 2021-06-30 | $359,860 | 19,740 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $304,128 | 18,266 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $160,690 | 11,755 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $71,514 | 5,800 | Call | Sole | 2020-10-28 | |
| 2020-09-30 | $224,023 | 18,169 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $305,933 | 20,167 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $87,654 | 6,297 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||