Key Financial Inc

Position in TTE — TotalEnergies SE

CIK 1801720 WEST CHESTER, PA

Position in TTE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$21,772

-$15,074 QoQ

Shares Held

280

-30.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#858

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

Key Financial Inc holds $11,606,230 across 5 Oil & Gas Integrated names. TTE ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	72,706	$9,940,364
2	CVX	Chevron Corp	8,792	$1,457,361
3	BP	Bp PLC	3,079	$113,769
4	SHEL	Shell plc	941	$72,964
5	TTE	TotalEnergies SE This page	280	$21,772

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,772	280	-30.9%	Shares	Sole	2026-07-24
2026-03-31	$36,846	405	+6.6%	Shares	Sole	2026-04-24
2025-12-31	$24,859	380	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.