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Osterweis Capital Management’s Kinder Morgan KMI Stock Holding History

Osterweis Capital 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
2025
Q2 		– Sell
-30
Closed -$856 – 369
2025
Q1 		$856 Buy
+30
New +$831 ﹤0.01% 246
2015
Q4 		– Sell
-514,483
Closed -$14.2M – 57
2015
Q3 		$14.2M Sell
514,483
-15,715
-3% -$520K 0.64% 36
2015
Q2 		$20.4M Sell
530,198
-2,325
-0.4% -$97.1K 0.71% 40
2015
Q1 		$22.4M Sell
532,523
-33,085
-6% -$1.37M 0.72% 39
2014
Q4 		$23.9M Sell
565,608
-64,877
-10% -$2.55M 0.78% 36
2014
Q3 		$24.2M Buy
630,485
+30,635
+5% +$1.16M 0.74% 38
2014
Q2 		$21.8M Buy
599,850
+95,770
+19% +$3.23M 0.62% 41
2014
Q1 		$16.4M Buy
504,080
+9,025
+2% +$302K 0.5% 42
2013
Q4 		$17.8M Buy
495,055
+17,695
+4% +$620K 0.55% 44
2013
Q3 		$16.9M Sell
477,360
-8,135
-2% -$305K 0.54% 44
2013
Q2 		$18.5M Buy
+485,495
New +$18.8M 0.69% 39

Other funds holding KMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Osterweis Capital Management's KMI Position: Q2 2025 in Review

Osterweis Capital Management sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 30 shares — an estimated $856 sold.

Osterweis Capital Management first reported a position in KMI in Q2 2013 and held it in 11 quarters. The position peaked at $24.2M in Q3 2014. 1,670 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

  • Osterweis Capital Management reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 30 Kinder Morgan shares in Q2 2025, an estimated $856.
  • Osterweis Capital Management first reported a position in Kinder Morgan in Q2 2013 and held it in 11 quarters.
  • Osterweis Capital Management's Kinder Morgan position peaked at $24.2M in Q3 2014.
  • 1,670 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.