Kercheville Advisors’s Kinder Morgan KMI Stock Holding History

Kercheville 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
2022 Q4	–	Sell	-13,500	Closed	-$225K	–	94
2022 Q3	$225K	Hold	13,500	–	–	0.23%	60
2022 Q2	$226K	Hold	13,500	–	–	0.15%	72
2022 Q1	$255K	Buy	+13,500	New	+$238K	0.12%	86
2021 Q2	–	Sell	-10,000	Closed	-$167K	–	121
2021 Q1	$167K	Hold	10,000	–	–	0.08%	109
2020 Q4	$137K	Buy	+10,000	New	+$134K	0.07%	104

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Kercheville Advisors's KMI Position: Q4 2022 in Review

Kercheville Advisors sold out of Kinder Morgan (KMI) in Q4 2022, closing a stake of 13,500 shares — an estimated $225K sold.

Kercheville Advisors first reported a position in KMI in Q4 2020 and held it in 5 quarters. The position peaked at $255K in Q1 2022. 1,328 funds tracked by Wall St. Rank hold KMI as of Q4 2022.

Kercheville Advisors reported no remaining Kinder Morgan position as of Q4 2022 after selling out during the quarter.
Kercheville Advisors sold 13,500 Kinder Morgan shares in Q4 2022, an estimated $225K.
Kercheville Advisors first reported a position in Kinder Morgan in Q4 2020 and held it in 5 quarters.
Kercheville Advisors's Kinder Morgan position peaked at $255K in Q1 2022.
1,328 funds tracked by Wall St. Rank held Kinder Morgan as of Q4 2022.

Based on Kercheville Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.