CWA
KMI icon

Clearview Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Clearview Wealth Advisors’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
Q4 		$400K Sell
14,559
-665
-4% -$18K 0.25% 71
2025
Q3 		$431K Sell
15,224
-416
-3% -$11.4K 0.28% 67
2025
Q2 		$460K Sell
15,640
-84
-0.5% -$2.31K 0.32% 64
2025
Q1 		$449K Sell
15,724
-441
-3% -$12.2K 0.34% 60
2024
Q4 		$443K Sell
16,165
-109
-0.7% -$2.84K 0.34% 57
2024
Q3 		$359K Sell
16,274
-613
-4% -$12.9K 0.28% 67
2024
Q2 		$336K Sell
16,887
-777
-4% -$14.8K 0.29% 69
2024
Q1 		$324K Sell
17,664
-561
-3% -$9.8K 0.33% 81
2023
Q4 		$321K Sell
18,225
-90
-0.5% -$1.53K 0.37% 88
2023
Q3 		$304K Sell
18,315
-542
-3% -$9.34K 0.38% 88
2023
Q2 		$325K Sell
18,857
-265
-1% -$4.5K 0.33% 83
2023
Q1 		$335K Sell
19,122
-7,674
-29% -$136K 0.34% 87
2022
Q4 		$484K Sell
26,796
-113
-0.4% -$2.03K 0.37% 63
2022
Q3 		$448K Buy
26,909
+845
+3% +$15K 0.36% 53
2022
Q2 		$437K Buy
26,064
+1,189
+5% +$22.3K 0.33% 58
2022
Q1 		$470K Buy
24,875
+2,050
+9% +$36.1K 0.31% 55
2021
Q4 		$362K Buy
22,825
+2,665
+13% +$44.3K 0.22% 88
2021
Q3 		$337K Buy
20,160
+686
+4% +$11.7K 0.21% 88
2021
Q2 		$355K Buy
19,474
+63
+0.3% +$1.12K 0.22% 85
2021
Q1 		$323K Sell
19,411
-469
-2% -$7.16K 0.21% 91
2020
Q4 		$272K Buy
+19,880
New +$266K 0.18% 94

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Clearview Wealth Advisors's KMI Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Kinder Morgan (KMI) stake by 4.4% in Q4 2025, selling an estimated $18K and leaving 14,559 shares worth $400K. The position accounts for 0.25% of the portfolio, ranked #71.

Clearview Wealth Advisors first reported a position in KMI in Q4 2020 and has held it in 21 quarters since. The position peaked at $484K in Q4 2022. 1,729 funds tracked by Wall St. Rank hold KMI as of Q4 2025.

  • Clearview Wealth Advisors held 14,559 shares of Kinder Morgan worth $400K as of Q4 2025.
  • Clearview Wealth Advisors sold 665 Kinder Morgan shares in Q4 2025, an estimated $18K.
  • Kinder Morgan made up 0.25% of Clearview Wealth Advisors's portfolio in Q4 2025, its #71 holding.
  • Clearview Wealth Advisors first reported a position in Kinder Morgan in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Kinder Morgan position peaked at $484K in Q4 2022.
  • 1,729 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.