Mission Wealth Management’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $759K | Sell |
8,348
-184
| -2% | -$14.1K | 0.02% | 384 |
|
|
2025
Q4 | $558K | Sell |
8,532
-1,187
| -12% | -$75.1K | 0.01% | 464 |
|
|
2025
Q3 | $580K | Sell |
9,719
-32
| -0.3% | -$1.97K | 0.01% | 452 |
|
|
2025
Q2 | $599K | Sell |
9,751
-240
| -2% | -$14.2K | 0.01% | 432 |
|
|
2025
Q1 | $646K | Buy |
9,991
+582
| +6% | +$35.1K | 0.02% | 399 |
|
|
2024
Q4 | $513K | Sell |
9,409
-1,062
| -10% | -$64.6K | 0.01% | 421 |
|
|
2024
Q3 | $677K | Buy |
10,471
+160
| +2% | +$10.9K | 0.02% | 368 |
|
|
2024
Q2 | $688K | Buy |
10,311
+1,789
| +21% | +$127K | 0.02% | 347 |
|
|
2024
Q1 | $587K | Buy |
8,522
+216
| +3% | +$14.2K | 0.02% | 398 |
|
|
2023
Q4 | $560K | Buy |
8,306
+773
| +10% | +$51.5K | 0.02% | 348 |
|
|
2023
Q3 | $495K | Sell |
7,533
-525
| -7% | -$32.5K | 0.02% | 339 |
|
|
2023
Q2 | $464K | Buy |
8,058
+365
| +5% | +$22.1K | 0.02% | 356 |
|
|
2023
Q1 | $454K | Buy |
7,693
+255
| +3% | +$15.7K | 0.02% | 358 |
|
|
2022
Q4 | $462K | Buy |
7,438
+254
| +4% | +$14.5K | 0.02% | 335 |
|
|
2022
Q3 | $334K | Sell |
7,184
-1,208
| -14% | -$60.7K | 0.02% | 374 |
|
|
2022
Q2 | $442K | Buy |
8,392
+849
| +11% | +$45.3K | 0.02% | 319 |
|
|
2022
Q1 | $381K | Sell |
7,543
-167
| -2% | -$9.04K | 0.02% | 367 |
|
|
2021
Q4 | $382K | Buy |
7,710
+91
| +1% | +$4.53K | 0.02% | 376 |
|
|
2021
Q3 | $365K | Buy |
7,619
+73
| +1% | +$3.24K | 0.02% | 370 |
|
|
2021
Q2 | $341K | Sell |
7,546
-1,471
| -16% | -$68.8K | 0.02% | 366 |
|
|
2021
Q1 | $420K | Buy |
9,017
+528
| +6% | +$24.1K | 0.02% | 298 |
|
|
2020
Q4 | $356K | Buy |
8,489
+1,102
| +15% | +$42.5K | 0.02% | 311 |
|
|
2020
Q3 | $253K | Buy |
7,387
+2,032
| +38% | +$77.4K | 0.02% | 304 |
|
|
2020
Q2 | $206K | Sell |
5,355
-1,510
| -22% | -$55.9K | 0.02% | 315 |
|
|
2020
Q1 | $256K | Buy |
6,865
+630
| +10% | +$28.3K | 0.03% | 241 |
|
|
2019
Q4 | $345K | Buy |
6,235
+102
| +2% | +$5.39K | 0.03% | 229 |
|
|
2019
Q3 | $319K | Hold |
6,133
| – | – | 0.03% | 220 |
|
|
2019
Q2 | $342K | Sell |
6,133
-95
| -2% | -$5.19K | 0.04% | 219 |
|
|
2019
Q1 | $347K | Buy |
6,228
+45
| +0.7% | +$2.5K | 0.04% | 208 |
|
|
2018
Q4 | $323K | Buy |
6,183
+239
| +4% | +$13.7K | 0.04% | 191 |
|
|
2018
Q3 | $383K | Buy |
5,944
+20
| +0.3% | +$1.25K | 0.05% | 181 |
|
|
2018
Q2 | $359K | Buy |
+5,924
| New | +$363K | 0.05% | 172 |
|
|
2016
Q1 | – | Sell |
-15,850
| Closed | -$712K | – | 168 |
|
|
2015
Q4 | $712K | Sell |
15,850
-125
| -0.8% | -$6.05K | 0.2% | 51 |
|
|
2015
Q3 | $714K | Buy |
15,975
+427
| +3% | +$20.1K | 0.22% | 48 |
|
|
2015
Q2 | $772K | Buy |
+15,548
| New | +$805K | 0.26% | 46 |
|
Other funds holding TTE
VCM
CDDEC
Mission Wealth Management's TTE Position: Q1 2026 in Review
Mission Wealth Management reduced its TotalEnergies (TTE) stake by 2.2% in Q1 2026, selling an estimated $14.1K and leaving 8,348 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #384.
Mission Wealth Management first reported a position in TTE in Q2 2015 and has held it in 35 quarters since. The position peaked at $772K in Q2 2015. 1,016 funds tracked by Wall St. Rank hold TTE as of Q1 2026.
- Mission Wealth Management held 8,348 shares of TotalEnergies worth $759K as of Q1 2026.
- Mission Wealth Management sold 184 TotalEnergies shares in Q1 2026, an estimated $14.1K.
- TotalEnergies made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #384 holding.
- Mission Wealth Management first reported a position in TotalEnergies in Q2 2015 and has held it in 35 quarters since.
- Mission Wealth Management's TotalEnergies position peaked at $772K in Q2 2015.
- 1,016 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.