Beverly Hills Private Wealth’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$207K Sell
2,663
-7,958
-75% -$704K 0.04% 241
2026
Q1
$966K Sell
10,621
-48
-0.4% -$3.67K 0.16% 127
2025
Q4
$698K Sell
10,669
-438
-4% -$27.7K 0.12% 145
2025
Q3
$663K Sell
11,107
-65
-0.6% -$4.01K 0.12% 153
2025
Q2
$686K Sell
11,172
-4,014
-26% -$238K 0.13% 146
2025
Q1
$982K Buy
15,186
+357
+2% +$21.5K 0.19% 123
2024
Q4
$808K Sell
14,829
-1,036
-7% -$63K 0.16% 133
2024
Q3
$1.03M Sell
15,865
-3,037
-16% -$206K 0.21% 125
2024
Q2
$1.26M Sell
18,902
-1,855
-9% -$132K 0.27% 98
2024
Q1
$1.43M Sell
20,757
-1,385
-6% -$90.8K 0.33% 81
2023
Q4
$1.49M Sell
22,142
-673
-3% -$44.9K 0.39% 76
2023
Q3
$1.5M Sell
22,815
-24,534
-52% -$1.52M 0.45% 68
2023
Q2
$2.87M Buy
47,349
+24,759
+110% +$1.5M 0.47% 62
2023
Q1
$1.33M Buy
22,590
+4,970
+28% +$306K 0.41% 66
2022
Q4
$1.09M Buy
+17,620
New +$1.01M 0.48% 66

Other funds holding TTE

Beverly Hills Private Wealth's TTE Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its TotalEnergies (TTE) stake by 75% in Q2 2026, selling an estimated $704K and leaving 2,663 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #241.

Beverly Hills Private Wealth first reported a position in TTE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.87M in Q2 2023. 1,006 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Beverly Hills Private Wealth held 2,663 shares of TotalEnergies worth $207K as of Q2 2026.
  • Beverly Hills Private Wealth sold 7,958 TotalEnergies shares in Q2 2026, an estimated $704K.
  • TotalEnergies made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #241 holding.
  • Beverly Hills Private Wealth first reported a position in TotalEnergies in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's TotalEnergies position peaked at $2.87M in Q2 2023.
  • 1,006 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.