Aventail Capital Group’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.5M Sell
1,310,566
-70,247
-5% -$2.07M 1.7% 19
2025
Q1
$39.4M Buy
1,380,813
+443,199
+47% +$12.6M 1.94% 18
2024
Q4
$25.7M Buy
937,614
+606,702
+183% +$16.6M 1.32% 26
2024
Q3
$7.31M Buy
+330,912
New +$7.31M 0.43% 49
2021
Q3
Sell
-900,000
Closed -$16.4M 47
2021
Q2
$16.4M Buy
900,000
+500,000
+125% +$9.12M 6.29% 5
2021
Q1
$6.66M Buy
+400,000
New +$6.66M 2.97% 13