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Phillips Wealth Planners’s Kinder Morgan KMI Stock Holding History

Phillips Wealth Planners’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 		$414K Sell
12,735
-46
-0.4% -$1.48K 0.3% 105
2026
Q1 		$412K Sell
12,781
-2,192
-15% -$68.5K 0.31% 105
2025
Q4 		$428K Sell
14,973
-2,567
-15% -$69.3K 0.34% 92
2025
Q3 		$490K Sell
17,540
-3,073
-15% -$84.1K 0.41% 75
2025
Q2 		$580K Buy
20,613
+276
+1% +$7.58K 0.53% 66
2025
Q1 		$538K Sell
20,337
-1,653
-8% -$45.8K 0.57% 58
2024
Q4 		$619K Sell
21,990
-64
-0.3% -$1.67K 0.62% 47
2024
Q3 		$550K Sell
22,054
-532
-2% -$11.2K 0.53% 61
2024
Q2 		$454K Sell
22,586
-316
-1% -$6.03K 0.48% 72
2024
Q1 		$405K Buy
22,902
+1,509
+7% +$26.4K 0.47% 76
2023
Q4 		$370K Sell
21,393
-1,694
-7% -$28.9K 0.45% 80
2023
Q3 		$393K Buy
23,087
+1,426
+7% +$24.6K 0.53% 69
2023
Q2 		$373K Buy
21,661
+238
+1% +$4.04K 0.49% 78
2023
Q1 		$366K Buy
21,423
+258
+1% +$4.59K 0.48% 77
2022
Q4 		$389K Buy
+21,165
New +$381K 0.68% 53

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

Phillips Wealth Planners's KMI Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Kinder Morgan (KMI) stake by 0.36% in Q2 2026, selling an estimated $1.48K and leaving 12,735 shares worth $414K. The position accounts for 0.3% of the portfolio, ranked #105.

Phillips Wealth Planners first reported a position in KMI in Q4 2022 and has held it in 15 quarters since. The position peaked at $619K in Q4 2024. 1,838 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Phillips Wealth Planners held 12,735 shares of Kinder Morgan worth $414K as of Q2 2026.
  • Phillips Wealth Planners sold 46 Kinder Morgan shares in Q2 2026, an estimated $1.48K.
  • Kinder Morgan made up 0.3% of Phillips Wealth Planners's portfolio in Q2 2026, its #105 holding.
  • Phillips Wealth Planners first reported a position in Kinder Morgan in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Kinder Morgan position peaked at $619K in Q4 2024.
  • 1,838 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.