Position in KMI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,319,337
-$123,458 QoQ
Shares Held
41,268
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#759
of 1,805 holders
Holding Since
Mar 2021
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, 2026BEAM WEALTH ADVISORS, INC. holds $2,751,808 across 3 Oil & Gas Midstream names. KMI ranks #1 (47.9% 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 | $1,319,337 | 41,268 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,442,795 | 43,030 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,466,179 | 53,335 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,647,358 | 58,190 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,222,787 | 75,605 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,215,696 | 77,662 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,158,709 | 78,785 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,816,725 | 82,242 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,649,349 | 83,007 | Shares | Sole | 2024-08-07 | |
| 2021-09-30 | $187,760 | 11,223 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $204,595 | 11,223 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $186,862 | 11,223 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||