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RFG - Bristol Wealth Advisors’s Kinder Morgan KMI Stock Holding History

RFG - Bristol Wealth Advisors’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
Q3 		– Sell
-6,444
Closed -$206K – 184
2026
Q2 		$206K Buy
6,444
+44
+0.7% +$1.42K 0.05% 179
2026
Q1 		$215K Buy
+6,400
New +$200K 0.06% 168

Other funds holding KMI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

RFG - Bristol Wealth Advisors's KMI Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors sold out of Kinder Morgan (KMI) in Q3 2026, closing a stake of 6,444 shares — an estimated $206K sold.

RFG - Bristol Wealth Advisors first reported a position in KMI in Q1 2026 and held it in 2 quarters. The position peaked at $215K in Q1 2026. 83 funds tracked by Wall St. Rank hold KMI as of Q3 2026.

  • RFG - Bristol Wealth Advisors reported no remaining Kinder Morgan position as of Q3 2026 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 6,444 Kinder Morgan shares in Q3 2026, an estimated $206K.
  • RFG - Bristol Wealth Advisors first reported a position in Kinder Morgan in Q1 2026 and held it in 2 quarters.
  • RFG - Bristol Wealth Advisors's Kinder Morgan position peaked at $215K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.