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Burney Company’s PBF Energy PBF Stock Holding History

Burney Company’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
Q2 		– Sell
-16,762
Closed -$320K – 600
2025
Q1 		$320K Sell
16,762
-3,615
-18% -$90K 0.01% 488
2024
Q4 		$541K Sell
20,377
-21,537
-51% -$655K 0.02% 412
2024
Q3 		$1.3M Sell
41,914
-67,745
-62% -$2.46M 0.05% 282
2024
Q2 		$5.05M Sell
109,659
-2,286
-2% -$117K 0.19% 122
2024
Q1 		$6.44M Sell
111,945
-4,470
-4% -$219K 0.25% 103
2023
Q4 		$5.12M Buy
116,415
+2,082
+2% +$94.5K 0.22% 125
2023
Q3 		$6.12M Sell
114,333
-5,880
-5% -$280K 0.29% 89
2023
Q2 		$4.92M Sell
120,213
-96,462
-45% -$3.67M 0.23% 114
2023
Q1 		$9.4M Buy
216,675
+898
+0.4% +$37.8K 0.46% 55
2022
Q4 		$8.8M Sell
215,777
-17,943
-8% -$746K 0.45% 55
2022
Q3 		$8.22M Sell
233,720
-3,482
-1% -$110K 0.45% 62
2022
Q2 		$6.88M Buy
237,202
+45,446
+24% +$1.42M 0.36% 77
2022
Q1 		$4.67M Buy
+191,756
New +$3.62M 0.21% 128

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Burney Company's PBF Position: Q2 2025 in Review

Burney Company sold out of PBF Energy (PBF) in Q2 2025, closing a stake of 16,762 shares — an estimated $320K sold.

Burney Company first reported a position in PBF in Q1 2022 and held it in 13 quarters. The position peaked at $9.4M in Q1 2023. 315 funds tracked by Wall St. Rank hold PBF as of Q2 2025.

  • Burney Company reported no remaining PBF Energy position as of Q2 2025 after selling out during the quarter.
  • Burney Company sold 16,762 PBF Energy shares in Q2 2025, an estimated $320K.
  • Burney Company first reported a position in PBF Energy in Q1 2022 and held it in 13 quarters.
  • Burney Company's PBF Energy position peaked at $9.4M in Q1 2023.
  • 315 funds tracked by Wall St. Rank held PBF Energy as of Q2 2025.

Based on Burney Company's 13F filing for Q2 2025, filed 5 Aug 2025.