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BOK Financial Private Wealth’s TotalEnergies TTE Stock Holding History

BOK Financial Private Wealth’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30
Closed -$1.66K – 658
2024
Q4 		$1.66K Buy
+30
New +$1.82K ﹤0.01% 457

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BOK Financial Private Wealth's TTE Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of TotalEnergies (TTE) in Q1 2025, closing a stake of 30 shares — an estimated $1.66K sold.

BOK Financial Private Wealth first reported a position in TTE in Q4 2024 and held it in 1 quarter. The position peaked at $1.66K in Q4 2024. 825 funds tracked by Wall St. Rank hold TTE as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining TotalEnergies position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 30 TotalEnergies shares in Q1 2025, an estimated $1.66K.
  • BOK Financial Private Wealth first reported a position in TotalEnergies in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's TotalEnergies position peaked at $1.66K in Q4 2024.
  • 825 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.