Castleview Partners’s Kinder Morgan KMI Stock Holding History

Castleview Partners’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-661	Closed	-$18.6K	–	387
2024 Q4	$18.6K	Hold	661	–	–	0.01%	478
2024 Q3	$14.6K	Hold	661	–	–	0.01%	495
2024 Q2	$13.1K	Buy	661 +284	+75%	+$5.42K	0.01%	484
2024 Q1	$6.91K	Hold	377	–	–	﹤0.01%	572
2023 Q4	$6.65K	Buy	377 +24	+7%	+$409	﹤0.01%	552
2023 Q3	$5.85K	Sell	353 -200	-36%	-$3.45K	0.01%	469
2023 Q2	$9.52K	Hold	553	–	–	0.01%	442
2023 Q1	$9.68K	Sell	553 -300	-35%	-$5.34K	0.01%	428
2022 Q4	$15.4K	Hold	853	–	–	0.02%	318
2022 Q3	$14K	Sell	853 -3,138	-79%	-$55.8K	0.01%	350
2022 Q2	$152K	Buy	3,991 +3,238	+430%	+$60.6K	0.12%	167
2022 Q1	$14K	Sell	753 -249,438	-100%	-$4.39M	0.01%	471
2021 Q4	$15.8K	Buy	+250,191	New	+$4.16M	0.13%	69
2021 Q2	$295K	Buy	+16,209	New	+$289K	0.13%	169

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Castleview Partners's KMI Position: Q1 2025 in Review

Castleview Partners sold out of Kinder Morgan (KMI) in Q1 2025, closing a stake of 661 shares — an estimated $18.6K sold.

Castleview Partners first reported a position in KMI in Q2 2021 and held it in 14 quarters. The position peaked at $295K in Q2 2021. 1,642 funds tracked by Wall St. Rank hold KMI as of Q1 2025.

Castleview Partners reported no remaining Kinder Morgan position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 661 Kinder Morgan shares in Q1 2025, an estimated $18.6K.
Castleview Partners first reported a position in Kinder Morgan in Q2 2021 and held it in 14 quarters.
Castleview Partners's Kinder Morgan position peaked at $295K in Q2 2021.
1,642 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.