Plan Group Financial, LLC

Position in TTE — TotalEnergies SE

CIK 1940033 OKLAHOMA CITY, OK

Position in TTE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$670,680

-$578,020 QoQ

Shares Held

8,625

-37.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#487

of 984 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Plan Group Financial, LLC holds $12,373,722 across 6 Oil & Gas Integrated names. TTE ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	51,211	$7,001,567
2	CVX	Chevron Corp	22,457	$3,722,472
3	TTE	TotalEnergies SE This page	8,625	$670,680
4	PBR	Petrobras - Petroleo Brasileiro SA	30,000	$439,200
5	SHEL	Shell plc	3,722	$288,603
6	EQNR	Equinor ASA	8,000	$251,200

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,680	8,625	-37.2%	Shares	Sole	2026-08-03
2026-03-31	$1,248,700	13,725	+20.7%	Shares	Sole	2026-04-13
2025-12-31	$744,152	11,375	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.