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Oakwell Private Wealth Management’s Kinder Morgan KMI Stock Holding History

Oakwell Private Wealth Management’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
Q1 		$374K Sell
11,167
-452
-4% -$14.1K 0.07% 62
2025
Q4 		$319K Sell
11,619
-470
-4% -$12.7K 0.06% 63
2025
Q3 		$342K Sell
12,089
-1,850
-13% -$50.6K 0.07% 64
2025
Q2 		$410K Buy
13,939
+597
+4% +$16.4K 0.09% 58
2025
Q1 		$381K Buy
+13,342
New +$369K 0.11% 54

Other funds holding KMI

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oakwell Private Wealth Management's KMI Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Kinder Morgan (KMI) stake by 3.9% in Q1 2026, selling an estimated $14.1K and leaving 11,167 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #62.

Oakwell Private Wealth Management first reported a position in KMI in Q1 2025 and has held it in 5 quarters since. The position peaked at $410K in Q2 2025. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Oakwell Private Wealth Management held 11,167 shares of Kinder Morgan worth $374K as of Q1 2026.
  • Oakwell Private Wealth Management sold 452 Kinder Morgan shares in Q1 2026, an estimated $14.1K.
  • Kinder Morgan made up 0.07% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Oakwell Private Wealth Management first reported a position in Kinder Morgan in Q1 2025 and has held it in 5 quarters since.
  • Oakwell Private Wealth Management's Kinder Morgan position peaked at $410K in Q2 2025.
  • 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.