Modern Wealth Management, LLC

Position in TTE — TotalEnergies SE

CIK 2001900 KANSAS CITY, MO

Position in TTE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$354,428

+$19,806 QoQ

Shares Held

4,558

+23.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#612

of 983 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Energy · as of Jun 30, 2026

Modern Wealth Management, LLC holds $37,563,697 across 6 Oil & Gas Integrated names. TTE ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	151,920	$20,770,498
2	CVX	Chevron Corp	85,559	$14,182,256
3	BP	Bp PLC	32,415	$1,197,733
4	SHEL	Shell plc	7,973	$618,224
5	YPF	Ypf Sociedad Anonima	9,689	$440,558
6	TTE	TotalEnergies SE This page	4,558	$354,428

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,428	4,558	+23.9%	Shares	Other	2026-08-14
2026-03-31	$334,622	3,678	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.