Phoenix Financial’s Kinder Morgan KMI Stock Holding History

Phoenix Financial’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	-17,401	Closed	-$496K	–	439
2025 Q1	$496K	Hold	17,401	–	–	0.01%	257
2024 Q4	$477K	Buy	+17,401	New	+$454K	0.01%	264

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Phoenix Financial's KMI Position: Q2 2025 in Review

Phoenix Financial sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 17,401 shares — an estimated $496K sold.

Phoenix Financial first reported a position in KMI in Q4 2024 and held it in 2 quarters. The position peaked at $496K in Q1 2025. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

Phoenix Financial reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
Phoenix Financial sold 17,401 Kinder Morgan shares in Q2 2025, an estimated $496K.
Phoenix Financial first reported a position in Kinder Morgan in Q4 2024 and held it in 2 quarters.
Phoenix Financial's Kinder Morgan position peaked at $496K in Q1 2025.
1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.