Position in TTE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$19,051
+$3,039 QoQ
Shares Held
245
+39.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#865
of 984 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TTE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026True Wealth Design, LLC holds $500,398 across 13 Oil & Gas Integrated names. TTE ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,150 | $190,624 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
641 | $87,637 | |
| 3 | NFG |
National Fuel Gas Co
|
602 | $46,480 | |
| 4 | SHEL |
Shell plc
|
552 | $42,802 | |
| 5 | SU |
Suncor Energy Inc
|
664 | $35,643 | |
| 6 | BP |
Bp PLC
|
560 | $20,692 | |
| 7 | E |
Eni Spa
|
440 | $20,618 | |
| 8 | TTE |
TotalEnergies SE
This page
|
245 | $19,051 |
All Filings in TTE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,051 | 245 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,012 | 176 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,588 | 223 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||