Heirloom Wealth Management’s Cheniere Energy CQP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.37M Hold
22,500
– – 0.18% 36
2026
Q2
$1.37M Buy
22,500
+3,000
+15% +$188K 0.2% 34
2026
Q1
$1.26M Buy
+19,500
New +$1.17M 0.23% 45

Other funds holding CQP

Heirloom Wealth Management's CQP Position: Q3 2026 in Review

Heirloom Wealth Management held its Cheniere Energy (CQP) position steady in Q3 2026 at 22,500 shares worth $1.37M. The position accounts for 0.18% of the portfolio, ranked #36.

Heirloom Wealth Management first reported a position in CQP in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.37M in Q2 2026. 90 funds tracked by Wall St. Rank hold CQP as of Q3 2026.

  • Heirloom Wealth Management held 22,500 shares of Cheniere Energy worth $1.37M as of Q3 2026.
  • Heirloom Wealth Management left its Cheniere Energy share count unchanged in Q3 2026.
  • Cheniere Energy made up 0.18% of Heirloom Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Heirloom Wealth Management first reported a position in Cheniere Energy in Q1 2026 and has held it in 3 quarters since.
  • Heirloom Wealth Management's Cheniere Energy position peaked at $1.37M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.