Position in KMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$409,983
+$1,622 QoQ
Shares Held
12,824
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,155
of 1,811 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $10,065,469 across 11 Oil & Gas Midstream names. KMI ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
12,891 | $3,081,077 | |
| 2 | OKE |
Oneok Inc /New/
|
16,540 | $1,437,987 | |
| 3 | ET |
Energy Transfer LP
|
66,563 | $1,272,684 | |
| 4 | WMB |
Williams Companies, Inc.
|
13,512 | $1,004,482 | |
| 5 | ENB |
Enbridge Inc
|
17,011 | $922,166 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
21,839 | $802,801 | |
| 7 | KMI |
Kinder Morgan, Inc.
This page
|
12,824 | $409,983 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
14,774 | $369,940 |
All Filings in KMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,983 | 12,824 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $408,361 | 12,179 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $325,756 | 11,850 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $205,530 | 7,260 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $283,973 | 10,364 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $973,506 | 44,070 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $734,315 | 36,956 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $673,371 | 36,716 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $737,193 | 41,791 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $465,234 | 28,060 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||