Position in KMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,359,545
-$171,160 QoQ
Shares Held
167,643
+1.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#414
of 1,805 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $5,409,474 across 4 Oil & Gas Midstream names. KMI ranks #1 (99.1% of the industry book) .
All Filings in KMI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,359,545 | 167,643 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,530,705 | 164,948 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $4,515,864 | 164,273 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,526,400 | 159,887 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $4,600,511 | 156,480 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $4,472,875 | 156,778 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $4,544,618 | 165,862 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,292,859 | 194,335 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $3,996,512 | 201,133 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $3,961,806 | 216,020 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,065,561 | 230,474 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $3,574,514 | 215,592 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,813,230 | 221,442 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $3,997,847 | 228,318 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,102,749 | 226,922 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,817,715 | 229,430 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,917,515 | 233,742 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $4,381,465 | 231,701 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,538,825 | 223,129 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,723,612 | 222,571 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,089,043 | 224,303 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,529,516 | 211,983 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,806,081 | 205,273 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,273,158 | 184,360 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||