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Oak Hill Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Oak Hill 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
2024
Q2 		– Sell
-10,157
Closed -$186K – 167
2024
Q1 		$186K Buy
+10,157
New +$177K 0.06% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Oak Hill Wealth Advisors's KMI Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Kinder Morgan (KMI) stake by 17% in Q3 2025, selling an estimated $42.4K and leaving 7,450 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #141.

Oak Hill Wealth Advisors first reported a position in KMI in Q4 2022 and has held it in 9 quarters since. The position peaked at $271K in Q2 2023. 1,678 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

  • Oak Hill Wealth Advisors held 7,450 shares of Kinder Morgan worth $211K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 1,550 Kinder Morgan shares in Q3 2025, an estimated $42.4K.
  • Kinder Morgan made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #141 holding.
  • Oak Hill Wealth Advisors first reported a position in Kinder Morgan in Q4 2022 and has held it in 9 quarters since.
  • Oak Hill Wealth Advisors's Kinder Morgan position peaked at $271K in Q2 2023.
  • 1,678 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.