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CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

KMI holding history

Kinder Morgan, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KMI overviewAll 13F holders of KMIFull Q2 2026 holdings

Shares (Q2 2026)
365,026
Value
$11.7M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of KMI by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026365,026$11.7M0.5%+52,253+16.7%AddedHolders
Q1 2026312,773$10.5M0.6%+96,084+44.3%AddedHolders
Q4 2025216,689$5.96M0.5%−81,539−27.3%ReducedHolders
Q3 2025298,228$8.44M0.8%−3,680−1.2%ReducedHolders
Q2 2025301,908$8.88M1.0%+95,978+46.6%AddedHolders
Q1 2025205,930$5.88M0.7%+4,695+2.3%AddedHolders
Q4 2024201,235$5.51M0.6%−7,558−3.6%ReducedHolders
Q3 2024208,793$4.61M0.5%−12,568−5.7%ReducedHolders
Q2 2024221,361$4.40M0.5%−37,390−14.5%ReducedHolders
Q1 2024258,751$4.75M0.5%+21,256+9.0%AddedHolders
Q4 2023237,495$4.19M0.5%+10,719+4.7%AddedHolders
Q3 2023226,776$3.76M0.5%+203,899+891.3%AddedHolders
Q2 202322,877$393.9K<0.1%−957−4.0%ReducedHolders
Q1 202323,834$417.3K0.1%+2,620+12.4%AddedHolders
Q4 202221,214$383.6K<0.1%+1,349+6.8%AddedHolders
Q3 202219,865$331.0K<0.1%−360−1.8%ReducedHolders
Q2 202220,225$339.0K<0.1%−1,293−6.0%ReducedHolders
Q1 202221,518$407.0K<0.1%−1,855−7.9%ReducedHolders
Q4 202123,373$371.0K<0.1%+473+2.1%AddedHolders
Q3 202122,900$383.0K<0.1%−4,913−17.7%ReducedHolders
Q2 202127,813$507.0K0.1%+872+3.2%AddedHolders
Q1 202126,941$449.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.