Position in TTE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$218,194
+$12,762 QoQ
Shares Held
2,806
+24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#721
of 984 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TTE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Root Financial Partners, LLC holds $1,759,762 across 2 Oil & Gas Integrated names. TTE ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
9,300 | $1,541,568 | |
| 2 | TTE |
TotalEnergies SE
This page
|
2,806 | $218,194 |
All Filings in TTE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,194 | 2,806 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $205,432 | 2,258 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $145,036 | 2,217 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||