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Compass Financial Services’s Kinder Morgan KMI Stock Holding History

Compass Financial Services’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
Q3 		– Sell
-312
Closed -$9.17K – 339
2025
Q2 		$9.17K Hold
312
– – ﹤0.01% 201
2025
Q1 		$8.9K Buy
+312
New +$8.64K ﹤0.01% 183

Other funds holding KMI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Compass Financial Services's KMI Position: Q3 2025 in Review

Compass Financial Services sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 312 shares — an estimated $9.17K sold.

Compass Financial Services first reported a position in KMI in Q1 2025 and held it in 2 quarters. The position peaked at $9.17K in Q2 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

  • Compass Financial Services reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 312 Kinder Morgan shares in Q3 2025, an estimated $9.17K.
  • Compass Financial Services first reported a position in Kinder Morgan in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's Kinder Morgan position peaked at $9.17K in Q2 2025.
  • 1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.