Position in KMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$439,875
-$19,720 QoQ
Shares Held
13,759
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,120
of 1,805 holders
Holding Since
Dec 2022
12 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, 2026Bridgewealth Advisory Group, LLC holds $898,018 across 3 Oil & Gas Midstream names. KMI ranks #1 (49.0% of the industry book) .
All Filings in KMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,875 | 13,759 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $459,595 | 13,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $374,606 | 13,627 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $381,533 | 13,477 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $394,489 | 13,418 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $388,586 | 14,182 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $275,100 | 15,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $264,600 | 15,000 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $261,964 | 15,800 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $272,076 | 15,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $276,658 | 15,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $271,200 | 15,000 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||