Avior Wealth Management’s PBF Energy PBF Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-2,995	Closed	-$79.5K	–	1852
2024 Q4	$79.5K	Buy	2,995 +1,100	+58%	+$33.5K	﹤0.01%	969
2024 Q3	$58.6K	Sell	1,895 -57	-3%	-$2.07K	﹤0.01%	1065
2024 Q2	$89.8K	Sell	1,952 -254	-12%	-$13K	﹤0.01%	895
2024 Q1	$127K	Buy	+2,206	New	+$108K	0.01%	864
2023 Q2	–	Sell	-2,000	Closed	-$86.7K	–	1645
2023 Q1	$86.7K	Hold	2,000	–	–	0.01%	659
2022 Q4	$81.6K	Hold	2,000	–	–	0.01%	555
2022 Q3	$70K	Hold	2,000	–	–	0.01%	559
2022 Q2	$58K	Hold	2,000	–	–	0.01%	545
2022 Q1	$48K	Buy	+2,000	New	+$37.8K	﹤0.01%	602
2020 Q1	–	Sell	-9,860	Closed	-$309K	–	865
2019 Q4	$309K	Hold	9,860	–	–	0.05%	317
2019 Q3	$268K	Buy	9,860 +1,430	+17%	+$36.5K	0.05%	322
2019 Q2	$264K	Hold	8,430	–	–	0.05%	320
2019 Q1	$262K	Buy	8,430 +3,640	+76%	+$122K	0.06%	305
2018 Q4	$156K	Buy	4,790 +1,670	+54%	+$67.4K	0.04%	364
2018 Q3	$156K	Buy	+3,120	New	+$148K	0.03%	391

Other funds holding PBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Avior Wealth Management's PBF Position: Q1 2025 in Review

Avior Wealth Management sold out of PBF Energy (PBF) in Q1 2025, closing a stake of 2,995 shares — an estimated $79.5K sold.

Avior Wealth Management first reported a position in PBF in Q3 2018 and held it in 15 quarters. The position peaked at $309K in Q4 2019. 306 funds tracked by Wall St. Rank hold PBF as of Q1 2025.

Avior Wealth Management reported no remaining PBF Energy position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 2,995 PBF Energy shares in Q1 2025, an estimated $79.5K.
Avior Wealth Management first reported a position in PBF Energy in Q3 2018 and held it in 15 quarters.
Avior Wealth Management's PBF Energy position peaked at $309K in Q4 2019.
306 funds tracked by Wall St. Rank held PBF Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.