Independent Solutions Wealth Management’s TotalEnergies TTE Stock Holding History

Independent Solutions Wealth Management’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
2026 Q2	$814K	Hold	10,468	–	–	0.11%	134
2026 Q1	$952K	Hold	10,468	–	–	0.14%	117
2025 Q4	$685K	Hold	10,468	–	–	0.13%	113
2025 Q3	$625K	Sell	10,468 -317	-3%	-$19.5K	0.11%	117
2025 Q2	$662K	Hold	10,785	–	–	0.13%	114
2025 Q1	$698K	Buy	10,785 +585	+6%	+$35.3K	0.16%	116
2024 Q4	$556K	Buy	+10,200	New	+$620K	0.12%	122

Other funds holding TTE

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Solutions Wealth Management's TTE Position: Q2 2026 in Review

Independent Solutions Wealth Management held its TotalEnergies (TTE) position steady in Q2 2026 at 10,468 shares worth $814K. The position accounts for 0.11% of the portfolio, ranked #134.

Independent Solutions Wealth Management first reported a position in TTE in Q4 2024 and has held it in 7 quarters since. The position peaked at $952K in Q1 2026. 1,004 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Independent Solutions Wealth Management held 10,468 shares of TotalEnergies worth $814K as of Q2 2026.
Independent Solutions Wealth Management left its TotalEnergies share count unchanged in Q2 2026.
TotalEnergies made up 0.11% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #134 holding.
Independent Solutions Wealth Management first reported a position in TotalEnergies in Q4 2024 and has held it in 7 quarters since.
Independent Solutions Wealth Management's TotalEnergies position peaked at $952K in Q1 2026.
1,004 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.