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Avion Wealth’s PBF Energy PBF Stock Holding History

Avion Wealth’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
Q2 		$2K Buy
46
+12
+35% +$499 ﹤0.01% 1107
2026
Q1 		$1K Hold
34
– – ﹤0.01% 1105
2025
Q4 		$0 Hold
34
– – ﹤0.01% 1496
2025
Q3 		$1K Hold
34
– – ﹤0.01% 1077
2025
Q2 		$0 Buy
34
+22
+183% +$418 ﹤0.01% 1494
2025
Q1 		$0 Buy
+12
New +$299 ﹤0.01% 1275
2023
Q4 		– Sell
-27
Closed -$1K – 1277
2023
Q3 		$1K Buy
+27
New +$1.29K ﹤0.01% 697

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Avion Wealth's PBF Position: Q2 2026 in Review

Avion Wealth increased its PBF Energy (PBF) stake by 35% in Q2 2026, buying an estimated $499 and bringing the position to 46 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Avion Wealth first reported a position in PBF in Q3 2023 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Avion Wealth held 46 shares of PBF Energy worth $2K as of Q2 2026.
  • Avion Wealth bought 12 PBF Energy shares in Q2 2026, an estimated $499.
  • PBF Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1107 holding.
  • Avion Wealth first reported a position in PBF Energy in Q3 2023 and has held it in 7 quarters since.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.