Mitchell & Pahl Private Wealth’s TotalEnergies TTE Stock Holding History

Mitchell & Pahl 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
2026 Q2	$341K	Hold	4,380	–	–	0.13%	138
2026 Q1	$398K	Sell	4,380 -14	-0.3%	-$1.07K	0.16%	134
2025 Q4	$287K	Hold	4,394	–	–	0.12%	138
2025 Q3	$262K	Sell	4,394 -96	-2%	-$5.92K	0.11%	139
2025 Q2	$276K	Sell	4,490 -169	-4%	-$10K	0.12%	139
2025 Q1	$301K	Sell	4,659 -56	-1%	-$3.38K	0.14%	137
2024 Q4	$257K	Sell	4,715 -256	-5%	-$15.6K	0.12%	140
2024 Q3	$321K	Sell	4,971 -80	-2%	-$5.44K	0.15%	137
2024 Q2	$337K	Sell	5,051 -14	-0.3%	-$995	0.18%	131
2024 Q1	$349K	Sell	5,065 -450	-8%	-$29.5K	0.18%	130
2023 Q4	$372K	Sell	5,515 -182	-3%	-$12.1K	0.21%	129
2023 Q3	$375K	Sell	5,697 -271	-5%	-$16.8K	0.22%	129
2023 Q2	$344K	Sell	5,968 -358	-6%	-$21.7K	0.21%	132
2023 Q1	$374K	Sell	6,326 -250	-4%	-$15.4K	0.23%	128
2022 Q4	$408K	Sell	6,576 -328	-5%	-$18.7K	0.27%	117
2022 Q3	$321K	Sell	6,904 -752	-10%	-$37.8K	0.24%	128
2022 Q2	$403K	Sell	7,656 -558	-7%	-$29.8K	0.28%	112
2022 Q1	$415K	Sell	8,214 -168	-2%	-$9.09K	0.26%	115
2021 Q4	$415K	Sell	8,382 -71	-0.8%	-$3.53K	0.27%	113
2021 Q3	$405K	Sell	8,453 -8	-0.1%	-$355	0.29%	107
2021 Q2	$383K	Hold	8,461	–	–	0.27%	112
2021 Q1	$394K	Sell	8,461 -90	-1%	-$4.1K	0.31%	103
2020 Q4	$358K	Buy	+8,551	New	+$330K	0.3%	102

Other funds holding TTE

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

BDL

Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Mitchell & Pahl Private Wealth's TTE Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth held its TotalEnergies (TTE) position steady in Q2 2026 at 4,380 shares worth $341K. The position accounts for 0.13% of the portfolio, ranked #138.

Mitchell & Pahl Private Wealth first reported a position in TTE in Q4 2020 and has held it in 23 quarters since. The position peaked at $415K in Q1 2022. 181 funds tracked by Wall St. Rank hold TTE as of Q2 2026.

Mitchell & Pahl Private Wealth held 4,380 shares of TotalEnergies worth $341K as of Q2 2026.
Mitchell & Pahl Private Wealth left its TotalEnergies share count unchanged in Q2 2026.
TotalEnergies made up 0.13% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #138 holding.
Mitchell & Pahl Private Wealth first reported a position in TotalEnergies in Q4 2020 and has held it in 23 quarters since.
Mitchell & Pahl Private Wealth's TotalEnergies position peaked at $415K in Q1 2022.
181 funds tracked by Wall St. Rank held TotalEnergies as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.