Position in KMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,283,339
-$65,271 QoQ
Shares Held
40,142
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#765
of 1,805 holders
Holding Since
Sep 2025
4 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, 2026WJ Financial Advisors LLC holds $3,474,331 across 5 Oil & Gas Midstream names. KMI ranks #1 (36.9% 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 | $1,283,339 | 40,142 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,348,610 | 40,221 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $979,303 | 35,624 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,007,694 | 35,595 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||