KINGSWOOD WEALTH ADVISORS, LLC

Position in TTE — TotalEnergies SE

CIK 1987855 SAN DIEGO, CA

Position in TTE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$531,256

-$86,407 QoQ

Shares Held

6,832

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#527

of 985 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $15,723,705 across 6 Oil & Gas Integrated names. TTE ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	62,994	$8,612,539
2	CVX	Chevron Corp	32,492	$5,385,873
3	BP	Bp PLC	19,578	$723,407
4	TTE	TotalEnergies SE This page	6,832	$531,256
5	SHEL	Shell plc	3,314	$256,967
6	CVE	Cenovus Energy Inc.	8,612	$213,663

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,256	6,832	+0.6%	Shares	Sole	2026-07-27
2026-03-31	$617,663	6,789	+67.6%	Shares	Sole	2026-04-28
2025-12-31	$265,016	4,051	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.