Phoenix Financial’s Cheniere Energy LNG Stock Holding History

Phoenix Financial’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 Q3	$1.14M	Buy	4,226 +1,128	+36%	+$303K	0.01%	240
2026 Q2	$740K	Buy	3,098 +813	+36%	+$202K	0.01%	295
2026 Q1	$648K	Buy	+2,285	New	+$528K	0.01%	273
2024 Q4	–	Sell	-1,483	Closed	-$267K	–	387
2024 Q3	$267K	Hold	1,483	–	–	﹤0.01%	307
2024 Q2	$259K	Sell	1,483 -41	-3%	-$6.53K	﹤0.01%	301
2024 Q1	$246K	Buy	1,524 +41	+3%	+$6.59K	﹤0.01%	355
2023 Q4	$285K	Buy	+1,483	New	+$255K	﹤0.01%	274
2022 Q1	–	Sell	-349,000	Closed	-$35.4M	–	429
2021 Q4	$35.4M	Sell	349,000 -146,300	-30%	-$15.3M	0.58%	60
2021 Q3	$48.4M	Sell	495,300 -17,700	-3%	-$1.55M	0.84%	39
2021 Q2	$44.5M	Hold	513,000	–	–	0.85%	43
2021 Q1	$36.9M	Hold	513,000	–	–	0.83%	38
2020 Q4	$30.7M	Buy	513,000 +5,888	+1%	+$316K	0.82%	45
2020 Q3	$22.2M	Buy	507,112 +46,682	+10%	+$2.37M	0.93%	37
2020 Q2	$21.1M	Buy	460,430 +105,547	+30%	+$4.61M	0.89%	42
2020 Q1	$11.6M	Buy	+354,883	New	+$18.2M	0.59%	55

Other funds holding LNG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Phoenix Financial's LNG Position: Q3 2026 in Review

Phoenix Financial increased its Cheniere Energy (LNG) stake by 36% in Q3 2026, buying an estimated $303K and bringing the position to 4,226 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #240.

Phoenix Financial first reported a position in LNG in Q1 2020 and has held it in 15 quarters since. The position peaked at $48.4M in Q3 2021. 793 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

Phoenix Financial held 4,226 shares of Cheniere Energy worth $1.14M as of Q3 2026.
Phoenix Financial bought 1,128 Cheniere Energy shares in Q3 2026, an estimated $303K.
Cheniere Energy made up 0.01% of Phoenix Financial's portfolio in Q3 2026, its #240 holding.
Phoenix Financial first reported a position in Cheniere Energy in Q1 2020 and has held it in 15 quarters since.
Phoenix Financial's Cheniere Energy position peaked at $48.4M in Q3 2021.
793 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.