Position in KMI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,193
-$284 QoQ
Shares Held
225
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,727
of 1,805 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026West Financial Advisors, LLC holds $59,609 across 4 Oil & Gas Midstream names. KMI ranks #2 (12.1% of the industry book) .
All Filings in KMI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,193 | 225 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,477 | 223 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,075 | 221 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $6,171 | 218 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,350 | 216 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $6,105 | 214 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,781 | 211 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,616 | 209 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,093 | 206 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,723 | 203 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,528 | 200 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||