Position in KMI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,764,648
-$289,735 QoQ
Shares Held
55,197
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#690
of 1,805 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $12,719,501 across 10 Oil & Gas Midstream names. KMI ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
134,661 | $2,574,718 | |
| 2 | OKE |
Oneok Inc /New/
|
26,862 | $2,335,382 | |
| 3 | WMB |
Williams Companies, Inc.
|
27,153 | $2,018,554 | |
| 4 | KMI |
Kinder Morgan, Inc.
This page
|
55,197 | $1,764,648 | |
| 5 | ENB |
Enbridge Inc
|
31,351 | $1,699,537 | |
| 6 | KNTK |
Kinetik Holdings Inc.
|
17,846 | $862,675 | |
| 7 | DTM |
DT Midstream, Inc.
|
3,798 | $557,318 | |
| 8 | TRGP |
Targa Resources Corp.
|
1,843 | $494,182 |
All Filings in KMI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,764,648 | 55,197 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,054,383 | 61,270 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,104,936 | 76,571 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,273,774 | 80,317 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,203,059 | 74,934 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,008,026 | 70,383 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,845,883 | 67,368 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,791,786 | 81,113 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,640,526 | 82,563 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,226,622 | 121,408 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,207,875 | 125,163 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,897,846 | 114,466 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $921,390 | 53,507 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,627,712 | 92,959 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,575,997 | 87,168 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $698,547 | 41,980 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $701,959 | 41,883 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $570,760 | 30,183 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $281,245 | 17,733 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||