B. Riley Wealth Advisors’s PBF Energy PBF Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$917K	Sell	34,520 -22,769	-40%	-$693K	0.03%	473
2024 Q3	$1.8M	Buy	57,289 +14,892	+35%	+$541K	0.05%	342
2024 Q2	$1.95M	Sell	42,397 -20,835	-33%	-$1.07M	0.05%	345
2024 Q1	$3.38M	Buy	63,232 +2,687	+4%	+$132K	0.09%	217
2023 Q4	$2.66M	Sell	60,545 -2,687	-4%	-$122K	0.07%	282
2023 Q3	$3.38M	Sell	63,232 -15,141	-19%	-$721K	0.09%	217
2023 Q2	$3.21M	Buy	78,373 +15,421	+24%	+$586K	0.07%	256
2023 Q1	$2.73M	Buy	62,952 +20,921	+50%	+$881K	0.07%	270
2022 Q4	$1.71M	Buy	+42,031	New	+$1.75M	0.05%	376

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

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

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

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

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

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

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

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

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

B. Riley Wealth Advisors's PBF Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its PBF Energy (PBF) stake by 40% in Q4 2024, selling an estimated $693K and leaving 34,520 shares worth $917K. The position accounts for 0.03% of the portfolio, ranked #473.

B. Riley Wealth Advisors first reported a position in PBF in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.38M in Q1 2024. 320 funds tracked by Wall St. Rank hold PBF as of Q4 2024.

B. Riley Wealth Advisors held 34,520 shares of PBF Energy worth $917K as of Q4 2024.
B. Riley Wealth Advisors sold 22,769 PBF Energy shares in Q4 2024, an estimated $693K.
PBF Energy made up 0.03% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #473 holding.
B. Riley Wealth Advisors first reported a position in PBF Energy in Q4 2022 and has held it in 9 quarters since.
B. Riley Wealth Advisors's PBF Energy position peaked at $3.38M in Q1 2024.
320 funds tracked by Wall St. Rank held PBF Energy as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.