Sierra Ocean’s Kinder Morgan KMI Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-492	Closed	-$14.5K	–	525
2025 Q2	$14.5K	Sell	492 -381	-44%	-$10.5K	0.01%	388
2025 Q1	$24.9K	Buy	873 +788	+927%	+$21.8K	0.02%	267
2024 Q4	$2.34K	Buy	+85	New	+$2.22K	﹤0.01%	742

Other funds holding KMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Sierra Ocean's KMI Position: Q3 2025 in Review

Sierra Ocean sold out of Kinder Morgan (KMI) in Q3 2025, closing a stake of 492 shares — an estimated $14.5K sold.

Sierra Ocean first reported a position in KMI in Q4 2024 and held it in 3 quarters. The position peaked at $24.9K in Q1 2025. 1,681 funds tracked by Wall St. Rank hold KMI as of Q3 2025.

Sierra Ocean reported no remaining Kinder Morgan position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 492 Kinder Morgan shares in Q3 2025, an estimated $14.5K.
Sierra Ocean first reported a position in Kinder Morgan in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Kinder Morgan position peaked at $24.9K in Q1 2025.
1,681 funds tracked by Wall St. Rank held Kinder Morgan as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.