Position in TTE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$21,550,159
+$7,144,479 QoQ
Shares Held
236,867
+7.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in TTE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Creative Planning holds $716,529,325 across 14 Oil & Gas Integrated names. TTE ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,234,969 | $379,184,840 | |
| 2 | CVX |
Chevron Corp
|
900,524 | $186,318,415 | |
| 3 | SHEL |
Shell plc
|
455,612 | $42,371,916 | |
| 4 | TTE |
TotalEnergies SE
This page
|
236,867 | $21,550,159 | |
| 5 | SU |
Suncor Energy Inc
|
274,510 | $18,147,855 | |
| 6 | BP |
Bp PLC
|
333,060 | $15,653,820 | |
| 7 | CVE |
Cenovus Energy Inc.
|
525,488 | $13,941,196 | |
| 8 | E |
Eni Spa
|
200,302 | $11,339,096 |
All Filings in TTE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,550,159 | 236,867 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $14,405,680 | 220,203 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||