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
2025 Q1	–	Sell	-34,520	Closed	-$917K	–	1391
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

B. Riley Wealth Advisors's PBF Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of PBF Energy (PBF) in Q1 2025, closing a stake of 34,520 shares — an estimated $917K sold.

B. Riley Wealth Advisors first reported a position in PBF in Q4 2022 and held it in 9 quarters. The position peaked at $3.38M in Q1 2024. 307 funds tracked by Wall St. Rank hold PBF as of Q1 2025.

B. Riley Wealth Advisors reported no remaining PBF Energy position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 34,520 PBF Energy shares in Q1 2025, an estimated $917K.
B. Riley Wealth Advisors first reported a position in PBF Energy in Q4 2022 and held it in 9 quarters.
B. Riley Wealth Advisors's PBF Energy position peaked at $3.38M in Q1 2024.
307 funds tracked by Wall St. Rank held PBF Energy as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.