Position in KMI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$387,572
-$19,649 QoQ
Shares Held
12,123
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,174
of 1,805 holders
Holding Since
Dec 2022
9 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, 2026Balboa Wealth Partners holds $3,701,737 across 7 Oil & Gas Midstream names. KMI ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
4,208 | $1,005,754 | |
| 2 | OKE |
Oneok Inc /New/
|
9,744 | $847,143 | |
| 3 | ENB |
Enbridge Inc
|
9,977 | $540,853 | |
| 4 | WMB |
Williams Companies, Inc.
|
6,079 | $451,912 | |
| 5 | KMI |
Kinder Morgan, Inc.
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|
12,123 | $387,572 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
7,043 | $258,900 | |
| 7 | MPLX |
Mplx LP
|
3,721 | $209,603 |
All Filings in KMI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,572 | 12,123 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $407,221 | 12,145 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $317,839 | 11,562 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $287,742 | 10,164 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $294,588 | 10,020 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $289,037 | 10,131 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $548,082 | 20,003 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $218,470 | 10,995 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $197,867 | 10,944 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||