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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oxford Financial Group's KMI Position: Q1 2026 in Review

Oxford Financial Group reduced its Kinder Morgan (KMI) stake by 4.1% in Q1 2026, selling an estimated $20.5K and leaving 15,420 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #160.

Oxford Financial Group first reported a position in KMI in Q2 2023 and has held it in 12 quarters since. The position peaked at $546K in Q4 2024. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Oxford Financial Group held 15,420 shares of Kinder Morgan worth $517K as of Q1 2026.
Oxford Financial Group sold 655 Kinder Morgan shares in Q1 2026, an estimated $20.5K.
Kinder Morgan made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #160 holding.
Oxford Financial Group first reported a position in Kinder Morgan in Q2 2023 and has held it in 12 quarters since.
Oxford Financial Group's Kinder Morgan position peaked at $546K in Q4 2024.
1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.