Position in KMI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$44,917
-$2,192 QoQ
Shares Held
1,405
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,590
of 1,805 holders
Holding Since
Mar 2022
7 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, 2026GoalVest Advisory LLC holds $5,210,281 across 7 Oil & Gas Midstream names. KMI ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
25,846 | $1,921,391 | |
| 2 | OKE |
Oneok Inc /New/
|
18,116 | $1,575,005 | |
| 3 | DHT |
DHT Holdings, Inc.
|
87,485 | $1,446,127 | |
| 4 | PAA |
Plains All American Pipeline LP
|
9,399 | $209,221 | |
| 5 | KMI |
Kinder Morgan, Inc.
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|
1,405 | $44,917 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
273 | $10,035 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
15 | $3,585 |
All Filings in KMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,917 | 1,405 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $47,109 | 1,405 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $38,623 | 1,405 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $456 | 16 | Shares | Sole | 2025-04-07 | |
| 2023-09-30 | $2,404 | 145 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,496 | 145 | Shares | Sole | 2023-07-17 | |
| 2022-03-31 | $340 | 18 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||