Position in KMI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$15,985
-$780 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,683
of 1,805 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Advantage Trust Co holds $124,454 across 4 Oil & Gas Midstream names. KMI ranks #2 (12.8% of the industry book) .
All Filings in KMI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,985 | 500 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $16,765 | 500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,745 | 500 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,155 | 500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,700 | 500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,265 | 500 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $13,700 | 500 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $11,045 | 500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,935 | 500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,170 | 500 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,820 | 500 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||