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Valeo Financial Advisors’s Cheniere Energy LNG Stock Holding History

Valeo Financial 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
Q3 		$670K Buy
2,492
+210
+9% +$56.5K 0.01% 385
2026
Q2 		$545K Sell
2,282
-217
-9% -$54K 0.01% 425
2026
Q1 		$709K Buy
2,499
+801
+47% +$185K 0.02% 330
2025
Q4 		$330K Sell
1,698
-828
-33% -$174K 0.01% 583
2025
Q3 		$594K Sell
2,526
-318
-11% -$74.7K 0.01% 424
2025
Q2 		$693K Sell
2,844
-366
-11% -$84.8K 0.02% 378
2025
Q1 		$743K Buy
3,210
+912
+40% +$205K 0.02% 322
2024
Q4 		$494K Sell
2,298
-135
-6% -$27.4K 0.01% 411
2024
Q3 		$438K Sell
2,433
-477
-16% -$85.8K 0.01% 440
2024
Q2 		$509K Buy
2,910
+425
+17% +$67.7K 0.02% 382
2024
Q1 		$391K Buy
2,485
+564
+29% +$90.7K 0.01% 436
2023
Q4 		$328K Sell
1,921
-5
-0.3% -$859 0.01% 465
2023
Q3 		$320K Buy
1,926
+600
+45% +$96.8K 0.01% 441
2023
Q2 		$202K Buy
+1,326
New +$196K 0.01% 546
2021
Q2 		– Sell
-200
Closed -$14K – 1239
2021
Q1 		$14K Hold
200
– – ﹤0.01% 1276
2020
Q4 		$12K Hold
200
– – ﹤0.01% 1149
2020
Q3 		$9K Sell
200
-20
-9% -$1.01K ﹤0.01% 1108
2020
Q2 		$11K Buy
220
+2
+0.9% +$87 ﹤0.01% 1253
2020
Q1 		$8K Sell
218
-442
-67% -$22.7K ﹤0.01% 1169
2019
Q4 		$40K Buy
660
+160
+32% +$9.85K ﹤0.01% 727
2019
Q3 		$32K Buy
500
+200
+67% +$12.8K ﹤0.01% 722
2019
Q2 		$21K Hold
300
– – ﹤0.01% 830
2019
Q1 		$21K Buy
+300
New +$19.7K ﹤0.01% 776
2018
Q2 		– Sell
-135
Closed -$7K – 1698
2018
Q1 		$7K Buy
+135
New +$7.44K ﹤0.01% 1030

Other funds holding LNG

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Valeo Financial Advisors's LNG Position: Q3 2026 in Review

Valeo Financial Advisors increased its Cheniere Energy (LNG) stake by 9.2% in Q3 2026, buying an estimated $56.5K and bringing the position to 2,492 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #385.

Valeo Financial Advisors first reported a position in LNG in Q1 2018 and has held it in 24 quarters since. The position peaked at $743K in Q1 2025. 38 funds tracked by Wall St. Rank hold LNG as of Q3 2026.

  • Valeo Financial Advisors held 2,492 shares of Cheniere Energy worth $670K as of Q3 2026.
  • Valeo Financial Advisors bought 210 Cheniere Energy shares in Q3 2026, an estimated $56.5K.
  • Cheniere Energy made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #385 holding.
  • Valeo Financial Advisors first reported a position in Cheniere Energy in Q1 2018 and has held it in 24 quarters since.
  • Valeo Financial Advisors's Cheniere Energy position peaked at $743K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.