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 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 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

Phillips Wealth Planners's KMI Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Kinder Morgan (KMI) stake by 15% in Q1 2026, selling an estimated $68.5K and leaving 12,781 shares worth $412K. The position accounts for 0.31% of the portfolio, ranked #105.

Phillips Wealth Planners first reported a position in KMI in Q4 2022 and has held it in 14 quarters since. The position peaked at $619K in Q4 2024. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Phillips Wealth Planners held 12,781 shares of Kinder Morgan worth $412K as of Q1 2026.
Phillips Wealth Planners sold 2,192 Kinder Morgan shares in Q1 2026, an estimated $68.5K.
Kinder Morgan made up 0.31% of Phillips Wealth Planners's portfolio in Q1 2026, its #105 holding.
Phillips Wealth Planners first reported a position in Kinder Morgan in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Kinder Morgan position peaked at $619K in Q4 2024.
1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.