Position in KMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,042,639
-$781,620 QoQ
Shares Held
220,289
-5.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#367
of 1,805 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Derivatives in KMI
reported options exposure · as of Mar 31, 2025CallValue
$57,060
CallShares
2,000
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, 2026XML Financial, LLC holds $14,218,109 across 8 Oil & Gas Midstream names. KMI ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
This page
|
220,289 | $7,042,639 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
102,139 | $3,754,629 | |
| 3 | ENB |
Enbridge Inc
|
16,259 | $881,400 | |
| 4 | ET |
Energy Transfer LP
|
40,336 | $771,224 | |
| 5 | TRGP |
Targa Resources Corp.
|
2,585 | $693,141 | |
| 6 | WMB |
Williams Companies, Inc.
|
6,490 | $482,466 | |
| 7 | DTM |
DT Midstream, Inc.
|
2,503 | $367,290 | |
| 8 | MPLX |
Mplx LP
|
4,000 | $225,320 |
All Filings in KMI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,042,639 | 220,289 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,824,259 | 233,351 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,572,639 | 239,092 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,014,532 | 283,099 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,722,215 | 296,674 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,458,545 | 296,479 | Shares | Sole | 2025-04-22 | |
| 2025-03-31 | $57,060 | 2,000 | Call | Sole | 2025-04-22 | |
| 2024-12-31 | $8,314,584 | 303,452 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,803,499 | 307,990 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,240,769 | 314,080 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,951,770 | 324,524 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,596,936 | 373,976 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,887,707 | 355,109 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,000,154 | 348,441 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,607,770 | 320,261 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,358,134 | 296,357 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,640,247 | 278,861 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $4,454,553 | 235,566 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,501,285 | 220,762 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,674,474 | 159,861 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||