Robertson Stephens Wealth Management, LLC
Position in KMI — Kinder Morgan, Inc.
CIK 1767307
San Francisco, CA
Position in KMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$571,783
-$20,289 QoQ
Shares Held
17,885
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#330
of 717 holders
Holding Since
Dec 2021
19 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, 2026Robertson Stephens Wealth Management, LLC holds $5,435,553 across 6 Oil & Gas Midstream names. KMI ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
56,876 | $2,090,761 | |
| 2 | MPLX |
Mplx LP
|
24,368 | $1,372,649 | |
| 3 | SBR |
Sabine Royalty Trust
|
10,600 | $775,920 | |
| 4 | KMI |
Kinder Morgan, Inc.
This page
|
17,885 | $571,783 | |
| 5 | OKE |
Oneok Inc /New/
|
3,846 | $334,371 | |
| 6 | ET |
Energy Transfer LP
|
15,171 | $290,069 |
All Filings in KMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,783 | 17,885 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $592,072 | 17,658 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $498,118 | 18,120 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $500,605 | 17,683 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $504,357 | 17,155 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $494,054 | 17,317 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $429,549 | 15,677 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $340,097 | 15,396 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $310,190 | 15,611 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $281,280 | 15,337 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $274,249 | 15,547 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $242,449 | 14,623 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $251,963 | 14,632 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $272,700 | 15,574 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $273,080 | 15,104 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $285,658 | 17,167 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $259,394 | 15,477 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $296,830 | 15,697 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $244,814 | 15,436 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||