Position in KMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$109,305
+$32,321 QoQ
Shares Held
3,419
+48.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,512
of 1,805 holders
Holding Since
Mar 2020
25 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, 2026Caldwell Trust Co holds $2,298,207 across 13 Oil & Gas Midstream names. KMI ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
6,595 | $573,369 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
13,290 | $488,540 | |
| 3 | TRGP |
Targa Resources Corp.
|
1,635 | $438,408 | |
| 4 | ENB |
Enbridge Inc
|
6,577 | $356,539 | |
| 5 | KMI |
Kinder Morgan, Inc.
This page
|
3,419 | $109,305 | |
| 6 | MPLX |
Mplx LP
|
1,935 | $108,998 | |
| 7 | WMB |
Williams Companies, Inc.
|
1,126 | $83,706 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
274 | $65,488 |
All Filings in KMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,305 | 3,419 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $76,984 | 2,296 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $60,148 | 2,188 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $14,239 | 503 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,788 | 503 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $14,350 | 503 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $3,507 | 128 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,827 | 128 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $2,543 | 128 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $2,347 | 128 | Shares | Sole | 2025-09-24 | |
| 2023-09-30 | $3,183 | 192 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $3,306 | 192 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $14,883 | 850 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $15,368 | 850 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $12,546 | 754 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $8,380 | 500 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $9,455 | 500 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $11,895 | 750 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $16,730 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $11,339 | 622 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $10,356 | 622 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $19,438 | 1,422 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $12,601 | 1,022 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $58,677 | 3,868 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $53,870 | 3,870 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||