IVC Wealth Advisors’s Cheniere Energy LNG Stock Holding History

IVC Wealth Advisors’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$797K	Buy	3,336 +9	+0.3%	+$2.24K	0.31%	61
2026 Q1	$944K	Sell	3,327 -150	-4%	-$34.6K	0.41%	47
2025 Q4	$676K	Buy	3,477 +3	+0.1%	+$630	0.29%	70
2025 Q3	$816K	Sell	3,474 -282	-8%	-$66.3K	0.36%	52
2025 Q2	$915K	Sell	3,756 -136	-3%	-$31.5K	0.45%	46
2025 Q1	$901K	Sell	3,892 -132	-3%	-$29.7K	0.48%	48
2024 Q4	$865K	Sell	4,024 -356	-8%	-$72.3K	0.48%	46
2024 Q3	$788K	Hold	4,380	–	–	0.43%	52
2024 Q2	$766K	Sell	4,380 -131	-3%	-$20.9K	0.43%	55
2024 Q1	$728K	Sell	4,511 -31	-0.7%	-$4.98K	0.42%	61
2023 Q4	$775K	Sell	4,542 -164	-3%	-$28.2K	0.48%	51
2023 Q3	$781K	Buy	4,706 +1	+0%	+$161	0.52%	51
2023 Q2	$717K	Sell	4,705 -35	-0.7%	-$5.18K	0.45%	64
2023 Q1	$747K	Sell	4,740 -250	-5%	-$37.7K	0.53%	56
2022 Q4	$748K	Sell	4,990 -2	-0%	-$335	0.55%	53
2022 Q3	$828K	Buy	4,992 +56	+1%	+$8.49K	0.67%	42
2022 Q2	$657K	Hold	4,936	–	–	0.51%	56
2022 Q1	$684K	Sell	4,936 -91	-2%	-$11.1K	0.45%	59
2021 Q4	$510K	Sell	5,027 -1,079	-18%	-$113K	0.33%	80
2021 Q3	$596K	Sell	6,106 -159	-3%	-$13.9K	0.41%	66
2021 Q2	$543K	Sell	6,265 -83	-1%	-$6.75K	0.38%	73
2021 Q1	$457K	Sell	6,348 -44	-0.7%	-$3.01K	0.36%	75
2020 Q4	$384K	Buy	+6,392	New	+$343K	0.37%	74

Other funds holding LNG

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

IVC Wealth Advisors's LNG Position: Q2 2026 in Review

IVC Wealth Advisors increased its Cheniere Energy (LNG) stake by 0.27% in Q2 2026, buying an estimated $2.24K and bringing the position to 3,336 shares worth $797K. The position accounts for 0.31% of the portfolio, ranked #61.

IVC Wealth Advisors first reported a position in LNG in Q4 2020 and has held it in 23 quarters since. The position peaked at $944K in Q1 2026. 175 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

IVC Wealth Advisors held 3,336 shares of Cheniere Energy worth $797K as of Q2 2026.
IVC Wealth Advisors bought 9 Cheniere Energy shares in Q2 2026, an estimated $2.24K.
Cheniere Energy made up 0.31% of IVC Wealth Advisors's portfolio in Q2 2026, its #61 holding.
IVC Wealth Advisors first reported a position in Cheniere Energy in Q4 2020 and has held it in 23 quarters since.
IVC Wealth Advisors's Cheniere Energy position peaked at $944K in Q1 2026.
175 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.