Rothwell Investment Advisors, LLC’s PBF Energy PBF Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PBF Stock Details PBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$61.9K	Buy	+804	New	+$54.4K	0.03%	380

Other funds holding PBF

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PBF Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in PBF Energy (PBF) in Q3 2026: 804 shares worth $61.9K. The stake represents 0.03% of the portfolio and ranks #380 among its holdings.

246 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

Rothwell Investment Advisors, LLC held 804 shares of PBF Energy worth $61.9K as of Q3 2026.
PBF Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
PBF Energy made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #380 holding.
246 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.