LVW Advisors
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LVW Advisors’s Kinder Morgan KMI Stock Holding History

LVW 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
2026
Q3 		$1.02M Buy
33,675
+16
+0% +$507 0.09% 145
2026
Q2 		$1.08M Buy
33,659
+56
+0.2% +$1.8K 0.09% 121
2026
Q1 		$1.13M Sell
33,603
-522
-2% -$16.3K 0.11% 104
2025
Q4 		$938K Sell
34,125
-590
-2% -$15.9K 0.1% 106
2025
Q3 		$983K Sell
34,715
-349
-1% -$9.6K 0.1% 107
2025
Q2 		$1.03M Buy
35,064
+12,311
+54% +$338K 0.11% 107
2025
Q1 		$649K Buy
22,753
+1,582
+7% +$43.8K 0.08% 149
2024
Q4 		$580K Buy
21,171
+1,539
+8% +$40.1K 0.07% 170
2024
Q3 		$434K Sell
19,632
-601
-3% -$12.7K 0.06% 204
2024
Q2 		$402K Sell
20,233
-3,993
-16% -$76.1K 0.06% 197
2024
Q1 		$444K Buy
24,226
+6,464
+36% +$113K 0.08% 183
2023
Q4 		$313K Buy
+17,762
New +$303K 0.06% 200
2019
Q2 		– Sell
-23,679
Closed -$474K – 175
2019
Q1 		$474K Buy
23,679
+5,329
+29% +$99.5K 0.13% 113
2018
Q4 		$282K Sell
18,350
-13,050
-42% -$221K 0.1% 126
2018
Q3 		$557K Buy
31,400
+100
+0.3% +$1.79K 0.16% 89
2018
Q2 		$553K Sell
31,300
-627
-2% -$10.3K 0.18% 83
2018
Q1 		$481K Sell
31,927
-99
-0.3% -$1.72K 0.15% 90
2017
Q4 		$579K Buy
32,026
+8,896
+38% +$160K 0.17% 81
2017
Q3 		$444K Buy
+23,130
New +$451K 0.18% 93
2015
Q4 		– Sell
-37,650
Closed -$1.04M – 158
2015
Q3 		$1.04M Sell
37,650
-2,169
-5% -$71.8K 0.48% 47
2015
Q2 		$1.53M Buy
39,819
+244
+0.6% +$10.2K 0.65% 43
2015
Q1 		$1.66M Buy
39,575
+343
+0.9% +$14.2K 0.79% 40
2014
Q4 		$1.66M Buy
+39,232
New +$1.55M 0.91% 35

Other funds holding KMI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LVW Advisors's KMI Position: Q3 2026 in Review

LVW Advisors increased its Kinder Morgan (KMI) stake by 0.05% in Q3 2026, buying an estimated $507 and bringing the position to 33,675 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #145.

LVW Advisors first reported a position in KMI in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.66M in Q1 2015. 1,181 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • LVW Advisors held 33,675 shares of Kinder Morgan worth $1.02M as of Q3 2026.
  • LVW Advisors bought 16 Kinder Morgan shares in Q3 2026, an estimated $507.
  • Kinder Morgan made up 0.09% of LVW Advisors's portfolio in Q3 2026, its #145 holding.
  • LVW Advisors first reported a position in Kinder Morgan in Q4 2014 and has held it in 23 quarters since.
  • LVW Advisors's Kinder Morgan position peaked at $1.66M in Q1 2015.
  • 1,181 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.