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Evelyn Partners Investment Management Services’s Kinder Morgan KMI Stock Holding History

Evelyn Partners Investment Management 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
Q2 		– Sell
-694
Closed -$19.8K – 270
2025
Q1 		$19.8K Hold
694
– – ﹤0.01% 208
2024
Q4 		$19K Buy
+694
New +$18.1K ﹤0.01% 212

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Charles Schwab
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OAG
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Evelyn Partners Investment Management Services's KMI Position: Q2 2025 in Review

Evelyn Partners Investment Management Services sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 694 shares — an estimated $19.8K sold.

Evelyn Partners Investment Management Services first reported a position in KMI in Q4 2024 and held it in 2 quarters. The position peaked at $19.8K in Q1 2025. 1,669 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Evelyn Partners Investment Management Services reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 694 Kinder Morgan shares in Q2 2025, an estimated $19.8K.
  • Evelyn Partners Investment Management Services first reported a position in Kinder Morgan in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management Services's Kinder Morgan position peaked at $19.8K in Q1 2025.
  • 1,669 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q2 2025, filed 12 Aug 2025.