PFM
LNG icon

Phillips Financial Management’s Cheniere Energy LNG Stock Holding History

Phillips Financial Management’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 		– Sell
-2,341
Closed -$664K – 303
2026
Q1 		$664K Buy
+2,341
New +$541K 0.05% 126

Other funds holding LNG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Phillips Financial Management's LNG Position: Q2 2026 in Review

Phillips Financial Management sold out of Cheniere Energy (LNG) in Q2 2026, closing a stake of 2,341 shares — an estimated $664K sold.

Phillips Financial Management first reported a position in LNG in Q1 2026 and held it in 1 quarter. The position peaked at $664K in Q1 2026. 1,341 funds tracked by Wall St. Rank hold LNG as of Q2 2026.

  • Phillips Financial Management reported no remaining Cheniere Energy position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 2,341 Cheniere Energy shares in Q2 2026, an estimated $664K.
  • Phillips Financial Management first reported a position in Cheniere Energy in Q1 2026 and held it in 1 quarter.
  • Phillips Financial Management's Cheniere Energy position peaked at $664K in Q1 2026.
  • 1,341 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.