Position in KMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$423,730
-$274,230 QoQ
Shares Held
13,254
-36.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,138
of 1,805 holders
Holding Since
Sep 2025
4 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, 2026Core Wealth Partners LLC holds $991,281 across 3 Oil & Gas Midstream names. KMI ranks #1 (42.7% of the industry book) .
All Filings in KMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,730 | 13,254 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $697,960 | 20,816 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $668,391 | 24,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $521,300 | 18,414 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||