TotalEnergies expects exceptional third-quarter results driven by surging refining margins and LNG prices linked to Middle East conflict. European refining margins reached $33.20 per barrel in Q3, nearly triple the $13.50 in Q2 and quadruple the $8.40 year-over-year figure. The French supermajor said downstream results and cash flow are expected to reach exceptional levels.
Why it matters
Refining margin expansion directly increases TotalEnergies' downstream profitability and cash generation, material to shareholder returns and capital allocation.
The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in TotalEnergies SE.
Class C Common StockOther SEC-reported transaction (J)
217
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Jul 31, 2026
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 50.54%
Short interest
Open short positions reported twice monthly; this is not daily short-sale volume.
Earnings
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
IncreasedDecreased
Owner
Activity
Change
Shares held
Value (thousands)
Reported
Amundi
Sell
-1,276,130 (-0.615%)
206,119,140
$18,476,520
6/30/2026
Vanguard Group Inc
Buy
81,863,403 (New)
81,863,403
$7,338,235
12/31/2025
Vanguard Capital Management Llc
Buy
3,842,467 (6.848%)
59,951,626
$5,374,064
6/30/2026
Capital World Investors
Buy
1,549,684 (3.205%)
49,898,874
$4,472,935
6/30/2026
Capital International Investors
Sell
-5,123,078 (-9.759%)
47,370,538
$4,246,295
6/30/2026
Deutsche Bank Ag\
Buy
652,149 (1.519%)
43,577,836
$3,906,317
6/30/2026
Norges Bank
Buy
11,144,888 (37.905%)
40,546,835
$3,634,618
6/30/2026
Jpmorgan Chase & Co
Buy
4,483,662 (13.582%)
37,495,795
$3,361,123
6/30/2026
Caisse Des Depots Et Consignations
Unchanged
0 (0%)
30,368,297
$2,722,214
6/30/2026
Wellington Management Group Llp
Buy
4,009,420 (17.987%)
26,300,651
$2,357,590
6/30/2026
Goldman Sachs Group Inc
Sell
-1,160,156 (-4.259%)
26,079,768
$2,337,790
6/30/2026
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt
