Position in KMI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$408,001
-$24,703 QoQ
Shares Held
12,762
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,152
of 1,805 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Bison Wealth, LLC holds $987,739 across 3 Oil & Gas Midstream names. KMI ranks #1 (41.3% of the industry book) .
All Filings in KMI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,001 | 12,762 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $432,704 | 12,905 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $358,002 | 13,023 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $633,379 | 22,373 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $296,675 | 10,091 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $253,717 | 8,893 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $232,023 | 8,468 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||