Charter Oak Capital Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$201K Buy
2025
Q2
$208K Sell
2025
Q1
$217K Buy
2022
Q3
Sell
2022
Q2
$127K Buy
2022
Q1
$140K Sell
2021
Q4
$125K Buy
2021
Q3
$107K Sell
2021
Q2
$118K Buy
2021
Q1
$107K Buy
2020
Q4
$86K Buy