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Larry Mathis Financial Planning’s TotalEnergies TTE Stock Holding History

Larry Mathis Financial Planning’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 		$519K Sell
6,679
-473
-7% -$41.8K 0.4% 66
2026
Q1 		$651K Sell
7,152
-94
-1% -$7.18K 0.58% 39
2025
Q4 		$474K Buy
+7,246
New +$458K 0.42% 67

Other funds holding TTE

Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Larry Mathis Financial Planning's TTE Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its TotalEnergies (TTE) stake by 6.6% in Q2 2026, selling an estimated $41.8K and leaving 6,679 shares worth $519K. The position accounts for 0.4% of the portfolio, ranked #66.

Larry Mathis Financial Planning first reported a position in TTE in Q4 2025 and has held it in 3 quarters since. The position peaked at $651K in Q1 2026. 1,002 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

  • Larry Mathis Financial Planning held 6,679 shares of TotalEnergies worth $519K as of Q2 2026.
  • Larry Mathis Financial Planning sold 473 TotalEnergies shares in Q2 2026, an estimated $41.8K.
  • TotalEnergies made up 0.4% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #66 holding.
  • Larry Mathis Financial Planning first reported a position in TotalEnergies in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's TotalEnergies position peaked at $651K in Q1 2026.
  • 1,002 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.