Position in KMI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$125,636
+$34,919 QoQ
Shares Held
3,747
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Golden State Wealth Management, LLC holds $1,452,371 across 14 Oil & Gas Midstream names. KMI ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
7,290 | $530,566 | |
| 2 | ENB |
Enbridge Inc
|
5,542 | $300,043 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
3,808 | $144,094 | |
| 4 | KMI |
Kinder Morgan, Inc.
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|
3,747 | $125,636 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
402 | $114,071 | |
| 6 | PBT |
Permian Basin Royalty Trust
|
2,446 | $52,637 | |
| 7 | ET |
Energy Transfer LP
|
2,653 | $51,202 | |
| 8 | PAGP |
Plains Gp Holdings LP
|
1,877 | $45,573 |
All Filings in KMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,636 | 3,747 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $90,717 | 3,300 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $93,338 | 3,297 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $96,873 | 3,295 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $93,920 | 3,292 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $91,735 | 3,348 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $26,830 | 2,176 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $224,591 | 14,805 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,024 | 2,588 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||