Position in KMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$82,435,572
+$942,785 QoQ
Shares Held
2,578,529
+6.1% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
5.14%
of 13F equity value
Holder Rank
#85
of 1,805 holders
Holding Since
Mar 2020
26 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, 2026Recurrent Investment Advisors LLC holds $1,004,872,931 across 19 Oil & Gas Midstream names. KMI ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
470,637 | $126,196,605 | |
| 2 | ET |
Energy Transfer LP
|
5,935,394 | $113,484,733 | |
| 3 | OKE |
Oneok Inc /New/
|
1,159,957 | $100,846,661 | |
| 4 | KMI |
Kinder Morgan, Inc.
This page
|
2,578,529 | $82,435,572 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
2,031,416 | $74,674,852 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
301,353 | $72,026,380 | |
| 7 | PBA |
Pembina Pipeline Corp
|
1,498,252 | $69,294,155 | |
| 8 | WMB |
Williams Companies, Inc.
|
762,867 | $56,711,532 |
All Filings in KMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,435,572 | 2,578,529 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $81,492,787 | 2,430,444 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,835,652 | 1,485,473 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,730,100 | 1,474,041 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,648,827 | 1,484,654 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $53,799,762 | 1,885,726 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $51,394,371 | 1,875,707 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $41,805,236 | 1,892,496 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,735,832 | 1,899,136 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,041,442 | 1,856,131 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,678,382 | 1,852,516 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,575,878 | 1,723,515 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,049,228 | 1,338,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,246,196 | 1,213,375 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,541,375 | 1,136,138 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,828,536 | 891,138 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,964,496 | 773,538 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,322,813 | 704,538 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,852,168 | 621,196 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,879,485 | 650,298 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,390,851 | 624,841 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,879,760 | 593,379 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,424,014 | 616,241 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,627,190 | 537,485 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,373,985 | 486,090 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,844,856 | 348,050 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||