Position in KMI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$242,332
-$85,054 QoQ
Shares Held
7,580
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,378
of 1,805 holders
Holding Since
Dec 2020
8 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, 2026Aaron Wealth Advisors LLC holds $4,270,789 across 6 Oil & Gas Midstream names. KMI ranks #6 (5.7% of the industry book) .
All Filings in KMI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,332 | 7,580 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $327,386 | 9,764 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $408,173 | 14,418 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $260,601 | 8,864 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $265,129 | 9,293 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $218,213 | 7,964 | Shares | Sole | 2025-01-15 | |
| 2022-03-31 | $607,181 | 32,109 | Shares | Sole | 2022-05-10 | |
| 2020-12-31 | $147,458 | 10,787 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||