Sourcerock Group LLC

Position in LNG — Cheniere Energy, Inc.

CIK 1822531 DENVER, CO

Back to LNG Full portfolio

Position in LNG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$51,328,114

-$12,550,234 QoQ

Shares Held

214,753

-4.6% QoQ

Ownership

0.104%

of shares outstanding

% of Portfolio

2.72%

of 13F equity value

Holder Rank

#122

of 1,330 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LNG Over Time

Shares Held

Position Value (USD)

Derivatives in LNG

reported options exposure · as of Mar 31, 2026

CallValue

$56,752,000

CallShares

200,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Midstream

Energy · as of Jun 30, 2026

Sourcerock Group LLC holds $168,764,252 across 5 Oil & Gas Midstream names. LNG ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	1,020,925	$88,759,219
2	LNG	Cheniere Energy, Inc. This page	214,753	$51,328,114
3	VG	Venture Global, Inc.	1,658,515	$18,459,271
4	GLNG	Golar Lng Ltd	205,009	$10,217,648
5	TNCAF	Tc Energy Corp	150,776	$0

All Filings in LNG

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,328,114	214,753	-4.6%	Shares	Sole	2026-08-14
2026-03-31	$56,752,000	200,000	—	Call	Sole	2026-05-15
2026-03-31	$63,878,348	225,114	+350.2%	Shares	Sole	2026-05-15
2025-12-31	$9,719,500	50,000	-29.6%	Shares	Sole	2026-02-13
2025-09-30	$16,694,389	71,046	-30.0%	Shares	Sole	2025-11-14
2025-06-30	$24,719,471	101,509	+94.2%	Shares	Sole	2025-08-14
2025-03-31	$12,093,426	52,262	-46.1%	Shares	Sole	2025-05-15
2024-12-31	$20,853,133	97,050	-37.5%	Shares	Sole	2025-02-14
2024-09-30	$27,933,108	155,322	-34.2%	Shares	Sole	2024-11-14
2024-06-30	$41,300,265	236,231	+73.8%	Shares	Sole	2024-08-14
2024-03-31	$21,927,306	135,958	+322.2%	Shares	Sole	2024-05-15
2023-12-31	$5,497,715	32,205	-15.3%	Shares	Sole	2024-02-14
2023-09-30	$6,307,309	38,005	-13.7%	Shares	Sole	2023-11-13
2023-06-30	$6,709,172	44,035	-6.3%	Shares	Sole	2023-08-14
2023-03-31	$7,403,102	46,974	+36.0%	Shares	Sole	2023-05-12
2022-12-31	$5,178,868	34,535	+60.0%	Shares	Sole	2023-02-14
2022-09-30	$3,581,167	21,585	+14.3%	Shares	Sole	2022-11-14
2022-06-30	$2,512,271	18,885	+73.5%	Shares	Sole	2022-08-15
2022-03-31	$1,509,205	10,885	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.