Position in KMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$350,583
-$20,459 QoQ
Shares Held
10,966
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,217
of 1,805 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $873,509 across 3 Oil & Gas Midstream names. KMI ranks #1 (40.1% of the industry book) .
All Filings in KMI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,583 | 10,966 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $371,042 | 11,066 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||