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Oxford Financial Group’s Kinder Morgan KMI Stock Holding History

Oxford Financial Group’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
Q2 		– Sell
-15,420
Closed -$517K – 308
2026
Q1 		$517K Sell
15,420
-655
-4% -$20.5K 0.03% 160
2025
Q4 		$442K Buy
16,075
+269
+2% +$7.27K 0.02% 154
2025
Q3 		$447K Buy
15,806
+422
+3% +$11.6K 0.03% 152
2025
Q2 		$452K Sell
15,384
-116
-0.7% -$3.18K 0.03% 140
2025
Q1 		$442K Sell
15,500
-4,440
-22% -$123K 0.03% 143
2024
Q4 		$546K Buy
19,940
+196
+1% +$5.11K 0.04% 134
2024
Q3 		$436K Sell
19,744
-2,612
-12% -$55K 0.03% 158
2024
Q2 		$444K Buy
22,356
+5,910
+36% +$113K 0.03% 164
2024
Q1 		$302K Buy
16,446
+1,087
+7% +$19K 0.02% 180
2023
Q4 		$271K Buy
15,359
+125
+0.8% +$2.13K 0.02% 197
2023
Q3 		$253K Sell
15,234
-653
-4% -$11.3K 0.02% 188
2023
Q2 		$274K Buy
+15,887
New +$270K 0.03% 189

Other funds holding KMI

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Oxford Financial Group's KMI Position: Q2 2026 in Review

Oxford Financial Group sold out of Kinder Morgan (KMI) in Q2 2026, closing a stake of 15,420 shares — an estimated $517K sold.

Oxford Financial Group first reported a position in KMI in Q2 2023 and held it in 12 quarters. The position peaked at $546K in Q4 2024. 1,838 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Oxford Financial Group reported no remaining Kinder Morgan position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 15,420 Kinder Morgan shares in Q2 2026, an estimated $517K.
  • Oxford Financial Group first reported a position in Kinder Morgan in Q2 2023 and held it in 12 quarters.
  • Oxford Financial Group's Kinder Morgan position peaked at $546K in Q4 2024.
  • 1,838 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.