Westover Capital Advisors’s Kinder Morgan KMI Stock Holding History

Westover Capital 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 Q1	–	Sell	-9,472	Closed	-$260K	–	249
2025 Q4	$260K	Hold	9,472	–	–	0.05%	205
2025 Q3	$268K	Hold	9,472	–	–	0.05%	195
2025 Q2	$278K	Hold	9,472	–	–	0.06%	196
2025 Q1	$270K	Hold	9,472	–	–	0.06%	201
2024 Q4	$260K	Hold	9,472	–	–	0.06%	204
2024 Q3	$209K	Buy	+9,472	New	+$200K	0.04%	236
2022 Q3	–	Sell	-11,772	Closed	-$197K	–	162
2022 Q2	$197K	Hold	11,772	–	–	0.07%	163
2022 Q1	$223K	Hold	11,772	–	–	0.07%	169
2021 Q4	$187K	Hold	11,772	–	–	0.05%	175
2021 Q3	$197K	Hold	11,772	–	–	0.06%	170
2021 Q2	$215K	Hold	11,772	–	–	0.07%	173
2021 Q1	$196K	Hold	11,772	–	–	0.07%	164
2020 Q4	$161K	Sell	11,772 -1,994	-14%	-$26.7K	0.06%	150
2020 Q3	$170K	Buy	+13,766	New	+$192K	0.07%	131
2015 Q2	–	Sell	-20,390	Closed	-$858K	–	96
2015 Q1	$858K	Sell	20,390 -1,189	-6%	-$49.2K	0.69%	48
2014 Q4	$913K	Hold	21,579	–	–	0.78%	43
2014 Q3	$827K	Hold	21,579	–	–	0.67%	48
2014 Q2	$782K	Buy	21,579 +580	+3%	+$19.6K	0.66%	51
2014 Q1	$682K	Buy	+20,999	New	+$704K	0.64%	47

Other funds holding KMI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westover Capital Advisors's KMI Position: Q1 2026 in Review

Westover Capital Advisors sold out of Kinder Morgan (KMI) in Q1 2026, closing a stake of 9,472 shares — an estimated $260K sold.

Westover Capital Advisors first reported a position in KMI in Q1 2014 and held it in 19 quarters. The position peaked at $913K in Q4 2014. 1,839 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Westover Capital Advisors reported no remaining Kinder Morgan position as of Q1 2026 after selling out during the quarter.
Westover Capital Advisors sold 9,472 Kinder Morgan shares in Q1 2026, an estimated $260K.
Westover Capital Advisors first reported a position in Kinder Morgan in Q1 2014 and held it in 19 quarters.
Westover Capital Advisors's Kinder Morgan position peaked at $913K in Q4 2014.
1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.