Valeo Financial 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
Q2 | $821K | Buy |
25,674
+170
| +0.7% | +$5.48K | 0.02% | 332 |
|
|
2026
Q1 | $855K | Sell |
25,504
-4,129
| -14% | -$129K | 0.02% | 295 |
|
|
2025
Q4 | $815K | Sell |
29,633
-6,632
| -18% | -$179K | 0.02% | 349 |
|
|
2025
Q3 | $1.03M | Sell |
36,265
-3,762
| -9% | -$103K | 0.02% | 296 |
|
|
2025
Q2 | $1.18M | Buy |
40,027
+805
| +2% | +$22.1K | 0.03% | 262 |
|
|
2025
Q1 | $1.12M | Buy |
39,222
+12,229
| +45% | +$339K | 0.03% | 241 |
|
|
2024
Q4 | $740K | Sell |
26,993
-131
| -0.5% | -$3.42K | 0.02% | 330 |
|
|
2024
Q3 | $599K | Buy |
27,124
+329
| +1% | +$6.93K | 0.02% | 369 |
|
|
2024
Q2 | $532K | Sell |
26,795
-2,361
| -8% | -$45K | 0.02% | 374 |
|
|
2024
Q1 | $548K | Buy |
29,156
+4,109
| +16% | +$71.8K | 0.02% | 348 |
|
|
2023
Q4 | $442K | Buy |
25,047
+12,259
| +96% | +$209K | 0.02% | 396 |
|
|
2023
Q3 | $212K | Sell |
12,788
-4,269
| -25% | -$73.6K | 0.01% | 556 |
|
|
2023
Q2 | $294K | Sell |
17,057
-105,051
| -86% | -$1.78M | 0.01% | 438 |
|
|
2023
Q1 | $2.14M | Buy |
122,108
+98,842
| +425% | +$1.76M | 0.1% | 117 |
|
|
2022
Q4 | $421K | Sell |
23,266
-96,957
| -81% | -$1.74M | 0.02% | 308 |
|
|
2022
Q3 | $2M | Buy |
120,223
+101,919
| +557% | +$1.81M | 0.13% | 103 |
|
|
2022
Q2 | $307K | Sell |
18,304
-16,264
| -47% | -$305K | 0.02% | 335 |
|
|
2022
Q1 | $378K | Buy |
34,568
+19,512
| +130% | +$343K | 0.02% | 391 |
|
|
2021
Q4 | $239K | Sell |
15,056
-3,176
| -17% | -$52.8K | 0.01% | 474 |
|
|
2021
Q3 | $305K | Sell |
18,232
-1,508
| -8% | -$25.6K | 0.02% | 395 |
|
|
2021
Q2 | $360K | Buy |
19,740
+1,474
| +8% | +$26.3K | 0.02% | 324 |
|
|
2021
Q1 | $304K | Buy |
18,266
+6,511
| +55% | +$99.4K | 0.01% | 351 |
|
|
2020
Q4 | $161K | Sell |
11,755
-6,414
| -35% | -$85.8K | 0.01% | 457 |
|
|
2020
Q3 | $224K | Sell |
18,169
-1,998
| -10% | -$27.8K | 0.02% | 304 |
|
|
2020
Q2 | $306K | Buy |
20,167
+13,870
| +220% | +$211K | 0.03% | 249 |
|
|
2020
Q1 | $97K | Sell |
6,297
-30,586
| -83% | -$582K | 0.01% | 433 |
|
|
2019
Q4 | $781K | Sell |
36,883
-131
| -0.4% | -$2.65K | 0.08% | 154 |
|
|
2019
Q3 | $763K | Buy |
37,014
+90
| +0.2% | +$1.85K | 0.08% | 140 |
|
|
2019
Q2 | $771K | Sell |
36,924
-23,468
| -39% | -$473K | 0.09% | 142 |
|
|
2019
Q1 | $1.21M | Sell |
60,392
-26,490
| -30% | -$494K | 0.15% | 106 |
|
|
2018
Q4 | $1.34M | Buy |
86,882
+75,096
| +637% | +$1.27M | 0.19% | 89 |
|
|
2018
Q3 | $201K | Sell |
11,786
-731
| -6% | -$13.1K | 0.03% | 275 |
|
|
2018
Q2 | $223K | Sell |
12,517
-5,304
| -30% | -$86.8K | 0.03% | 265 |
|
|
2018
Q1 | $268K | Buy |
17,821
+2,000
| +13% | +$34.6K | 0.04% | 218 |
|
|
2017
Q4 | $286K | Buy |
15,821
+10,409
| +192% | +$187K | 0.05% | 201 |
|
|
2017
Q3 | $104K | Buy |
+5,412
| New | +$105K | 0.02% | 287 |
|
Other funds holding KMI
Valeo Financial Advisors's KMI Position: Q2 2026 in Review
Valeo Financial Advisors increased its Kinder Morgan (KMI) stake by 0.67% in Q2 2026, buying an estimated $5.48K and bringing the position to 25,674 shares worth $821K. The position accounts for 0.02% of the portfolio, ranked #332.
Valeo Financial Advisors first reported a position in KMI in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.14M in Q1 2023. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.
- Valeo Financial Advisors held 25,674 shares of Kinder Morgan worth $821K as of Q2 2026.
- Valeo Financial Advisors bought 170 Kinder Morgan shares in Q2 2026, an estimated $5.48K.
- Kinder Morgan made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #332 holding.
- Valeo Financial Advisors first reported a position in Kinder Morgan in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Kinder Morgan position peaked at $2.14M in Q1 2023.
- 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.