Position in KMI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,024,510
+$119,066 QoQ
Shares Held
32,046
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#245
of 717 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. KMI ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
171,027 | $6,286,952 | |
| 2 | ET |
Energy Transfer LP
|
175,693 | $3,359,250 | |
| 3 | WES |
Western Midstream Partners, LP
|
34,393 | $1,505,037 | |
| 4 | ENB |
Enbridge Inc
|
22,657 | $1,228,235 | |
| 5 | KMI |
Kinder Morgan, Inc.
This page
|
32,046 | $1,024,510 | |
| 6 | SBR |
Sabine Royalty Trust
|
11,154 | $816,472 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
22,434 | $544,473 | |
| 8 | WMB |
Williams Companies, Inc.
|
7,320 | $544,168 |
All Filings in KMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,510 | 32,046 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $905,444 | 27,004 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $733,680 | 26,689 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $828,463 | 29,264 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $830,785 | 28,258 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $822,691 | 28,836 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,495,355 | 54,575 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $633,629 | 28,684 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $554,392 | 27,901 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $575,619 | 31,386 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $592,633 | 33,596 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $569,390 | 34,342 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $659,784 | 38,315 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $661,107 | 37,756 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $641,442 | 35,478 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $538,553 | 32,365 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,594,663 | 95,147 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,684,048 | 89,056 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $519,177 | 32,735 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $884,632 | 52,877 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $975,104 | 53,489 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $501,514 | 30,121 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $443,222 | 32,423 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $301,332 | 24,439 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $239,519 | 15,789 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $216,776 | 15,573 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||