SFMG Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-82,788
| Closed | -$2.28M | – | 331 |
|
|
2025
Q4 | $2.28M | Sell |
82,788
-7,650
| -8% | -$207K | 0.15% | 67 |
|
|
2025
Q3 | $2.56M | Sell |
90,438
-3,812
| -4% | -$104K | 0.18% | 59 |
|
|
2025
Q2 | $2.77M | Buy |
94,250
+609
| +0.7% | +$16.7K | 0.21% | 59 |
|
|
2025
Q1 | $2.67M | Sell |
93,641
-74,153
| -44% | -$2.05M | 0.21% | 58 |
|
|
2024
Q4 | $4.6M | Sell |
167,794
-1,218
| -0.7% | -$31.8K | 0.36% | 40 |
|
|
2024
Q3 | $3.73M | Sell |
169,012
-763
| -0.4% | -$16.1K | 0.3% | 41 |
|
|
2024
Q2 | $3.37M | Sell |
169,775
-2,206
| -1% | -$42.1K | 0.29% | 45 |
|
|
2024
Q1 | $3.15M | Buy |
171,981
+1,326
| +0.8% | +$23.2K | 0.27% | 52 |
|
|
2023
Q4 | $3.01M | Buy |
170,655
+33,513
| +24% | +$571K | 0.28% | 49 |
|
|
2023
Q3 | $2.27M | Buy |
137,142
+2,204
| +2% | +$38K | 0.23% | 58 |
|
|
2023
Q2 | $2.32M | Buy |
134,938
+1,521
| +1% | +$25.8K | 0.24% | 59 |
|
|
2023
Q1 | $2.34M | Buy |
133,417
+35,813
| +37% | +$637K | 0.25% | 57 |
|
|
2022
Q4 | $1.76M | Buy |
97,604
+34
| +0% | +$612 | 0.2% | 68 |
|
|
2022
Q3 | $1.66M | Buy |
97,570
+3,566
| +4% | +$63.4K | 0.19% | 63 |
|
|
2022
Q2 | $1.57M | Buy |
94,004
+21,176
| +29% | +$396K | 0.18% | 70 |
|
|
2022
Q1 | $1.38M | Sell |
72,828
-400
| -0.5% | -$7.04K | 0.14% | 82 |
|
|
2021
Q4 | $1.16M | Buy |
+73,228
| New | +$1.22M | 0.11% | 92 |
|
|
2017
Q3 | – | Sell |
-10,043
| Closed | -$192K | – | 131 |
|
|
2017
Q2 | $192K | Sell |
10,043
-293
| -3% | -$5.83K | 0.04% | 118 |
|
|
2017
Q1 | $225K | Sell |
10,336
-1,464
| -12% | -$32K | 0.05% | 108 |
|
|
2016
Q4 | $244K | Sell |
11,800
-598
| -5% | -$12.6K | 0.05% | 101 |
|
|
2016
Q3 | $287K | Sell |
12,398
-1,347
| -10% | -$28.5K | 0.06% | 87 |
|
|
2016
Q2 | $257K | Buy |
13,745
+2,622
| +24% | +$46.7K | 0.06% | 91 |
|
|
2016
Q1 | $199K | Sell |
11,123
-453
| -4% | -$7.41K | 0.04% | 94 |
|
|
2015
Q4 | $173K | Buy |
11,576
+757
| +7% | +$18K | 0.04% | 105 |
|
|
2015
Q3 | $299K | Sell |
10,819
-397
| -4% | -$13.1K | 0.07% | 87 |
|
|
2015
Q2 | $431K | Sell |
11,216
-26,072
| -70% | -$1.09M | 0.1% | 79 |
|
|
2015
Q1 | $1.57M | Sell |
37,288
-26,928
| -42% | -$1.11M | 0.13% | 63 |
|
|
2014
Q4 | $2.72M | Buy |
+64,216
| New | +$2.53M | 0.6% | 19 |
|
Other funds holding KMI
VCM
VPM
SFMG Wealth Advisors's KMI Position: Q1 2026 in Review
SFMG Wealth Advisors sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 82,788 shares — an estimated $2.28M sold.
SFMG Wealth Advisors first reported a position in KMI in Q4 2014 and held it in 28 quarters. The position peaked at $4.6M in Q4 2024. 1,827 funds tracked by Wall St. Rank hold KMI as of Q1 2026.
- SFMG Wealth Advisors reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
- SFMG Wealth Advisors sold 82,788 Kinder Morgan shares in Q1 2026, an estimated $2.28M.
- SFMG Wealth Advisors first reported a position in Kinder Morgan in Q4 2014 and held it in 28 quarters.
- SFMG Wealth Advisors's Kinder Morgan position peaked at $4.6M in Q4 2024.
- 1,827 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.