CBIZ Investment Advisory Services, LLC
Position in KMI — Kinder Morgan, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in KMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,333
-$114 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,767
of 1,805 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $42,937 across 4 Oil & Gas Midstream names. KMI ranks #4 (5.4% of the industry book) .
All Filings in KMI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,333 | 73 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,447 | 73 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,178 | 152 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,812 | 170 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,468 | 152 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,624 | 92 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||