Phillips Wealth Planners’s TotalEnergies TTE Stock Holding History

Phillips Wealth Planners’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 Q1	$1.13M	Sell	12,476 -343	-3%	-$26.2K	0.85%	32
2025 Q4	$868K	Buy	12,819 +922	+8%	+$58.3K	0.7%	43
2025 Q3	$711K	Buy	11,897 +120	+1%	+$7.4K	0.59%	53
2025 Q2	$731K	Sell	11,777 -337	-3%	-$20K	0.66%	45
2025 Q1	$681K	Buy	12,114 +4,624	+62%	+$279K	0.72%	42
2024 Q4	$425K	Sell	7,490 -1,098	-13%	-$66.8K	0.42%	73
2024 Q3	$554K	Sell	8,588 -181	-2%	-$12.3K	0.53%	60
2024 Q2	$598K	Sell	8,769 -801	-8%	-$57K	0.63%	42
2024 Q1	$687K	Sell	9,570 -473	-5%	-$31K	0.79%	32
2023 Q4	$642K	Sell	10,043 -567	-5%	-$37.8K	0.77%	36
2023 Q3	$712K	Buy	+10,610	New	+$656K	0.96%	31
2023 Q2	–	Sell	-10,728	Closed	-$677K	–	158
2023 Q1	$677K	Buy	+10,728	New	+$660K	0.89%	32

Other funds holding TTE

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $6.06B AUM 46.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Phillips Wealth Planners's TTE Position: Q1 2026 in Review

Phillips Wealth Planners reduced its TotalEnergies (TTE) stake by 2.7% in Q1 2026, selling an estimated $26.2K and leaving 12,476 shares worth $1.13M. The position accounts for 0.85% of the portfolio, ranked #32.

Phillips Wealth Planners first reported a position in TTE in Q1 2023 and has held it in 12 quarters since. 1,016 funds tracked by Wall St. Rank hold TTE as of Q1 2026.

Phillips Wealth Planners held 12,476 shares of TotalEnergies worth $1.13M as of Q1 2026.
Phillips Wealth Planners sold 343 TotalEnergies shares in Q1 2026, an estimated $26.2K.
TotalEnergies made up 0.85% of Phillips Wealth Planners's portfolio in Q1 2026, its #32 holding.
Phillips Wealth Planners first reported a position in TotalEnergies in Q1 2023 and has held it in 12 quarters since.
1,016 funds tracked by Wall St. Rank held TotalEnergies as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.