Avantax Planning Partners, Inc.

Position in TTE — TotalEnergies SE

CIK 1005441 DUBUQUE, IA

Position in TTE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$239,578

-$56,743 QoQ

Shares Held

3,081

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#693

of 983 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $24,617,156 across 5 Oil & Gas Integrated names. TTE ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	100,232	$13,703,719
2	CVX	Chevron Corp	61,279	$10,157,607
3	NFG	National Fuel Gas Co	3,881	$299,652
4	TTE	TotalEnergies SE This page	3,081	$239,578
5	BP	Bp PLC	5,862	$216,600

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,578	3,081	-5.4%	Shares	Sole	2026-07-28
2026-03-31	$296,321	3,257	-45.1%	Shares	Sole	2026-05-04
2025-12-31	$388,006	5,931	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.