Phillips Wealth Planners LLC

Position in KMI — Kinder Morgan, Inc.

CIK 1962628 STARKVILLE, MS

Position in KMI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$407,137

-$21,409 QoQ

Shares Held

12,735

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,155

of 1,805 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $3,543,240 across 7 Oil & Gas Midstream names. KMI ranks #2 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	23,357	$1,736,359
2	KMI	Kinder Morgan, Inc. This page	12,735	$407,137
3	OKE	Oneok Inc /New/	3,994	$347,238
4	EPD	Enterprise Products Partners L.P.	8,605	$316,319
5	ENB	Enbridge Inc	5,519	$299,184
6	ET	Energy Transfer LP	12,212	$233,493
7	TRP	Tc Energy Corp	3,070	$203,510

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,137	12,735	-0.4%	Shares	Sole	2026-08-07
2026-03-31	$428,546	12,781	-14.6%	Shares	Sole	2026-05-14
2025-12-31	$411,607	14,973	-14.6%	Shares	Defined	2026-02-10
2025-09-30	$496,557	17,540	-14.9%	Shares	Defined	2025-11-07
2025-06-30	$606,022	20,613	+1.4%	Shares	Defined	2025-07-11
2025-03-31	$580,214	20,337	-7.5%	Shares	Defined	2025-04-23
2024-12-31	$602,526	21,990	-0.3%	Shares	Defined	2025-01-17
2024-09-30	$487,172	22,054	-2.4%	Shares	Defined	2024-10-29
2024-06-30	$448,783	22,586	-1.4%	Shares	Sole	2024-08-02
2024-03-31	$420,022	22,902	+7.1%	Shares	Defined	2024-04-29
2023-12-31	$377,372	21,393	-7.3%	Shares	Defined	2024-02-12
2023-09-30	$382,782	23,087	+6.6%	Shares	Defined	2023-10-30
2023-06-30	$373,002	21,661	+1.1%	Shares	Defined	2023-07-26
2023-03-31	$375,116	21,423	+1.2%	Shares	Defined	2023-05-15
2022-12-31	$382,663	21,165	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.