Creative Planning
PBF icon

Creative Planning’s PBF Energy PBF Stock Holding History

Creative Planning’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 		$8.58M Buy
188,414
+69,696
+59% +$2.9M 0.01% 995
2026
Q1 		$5.65M Buy
118,718
+13,195
+13% +$494K ﹤0.01% 1098
2025
Q4 		$2.86M Buy
105,523
+1,729
+2% +$55.4K ﹤0.01% 1413
2025
Q3 		$3.13M Buy
103,794
+10,818
+12% +$283K ﹤0.01% 1186
2025
Q2 		$2.01M Buy
92,976
+36,571
+65% +$695K ﹤0.01% 1309
2025
Q1 		$1.08M Buy
56,405
+19,525
+53% +$486K ﹤0.01% 1658
2024
Q4 		$979K Buy
36,880
+9,982
+37% +$304K ﹤0.01% 1653
2024
Q3 		$832K Buy
26,898
+9,003
+50% +$327K ﹤0.01% 1664
2024
Q2 		$824K Buy
17,895
+1,165
+7% +$59.7K ﹤0.01% 1562
2024
Q1 		$963K Buy
16,730
+5,032
+43% +$246K ﹤0.01% 1364
2023
Q4 		$514K Buy
11,698
+1,515
+15% +$68.8K ﹤0.01% 1699
2023
Q3 		$545K Buy
10,183
+684
+7% +$32.6K ﹤0.01% 1508
2023
Q2 		$389K Buy
9,499
+2,508
+36% +$95.3K ﹤0.01% 1719
2023
Q1 		$303K Buy
+6,991
New +$294K ﹤0.01% 1812
2018
Q2 		– Sell
-6,051
Closed -$205K – 2146
2018
Q1 		$205K Sell
6,051
-926
-13% -$29.9K ﹤0.01% 1599
2017
Q4 		$247K Sell
6,977
-940
-12% -$29.1K ﹤0.01% 1469
2017
Q3 		$219K Buy
7,917
+2,714
+52% +$62.8K ﹤0.01% 1539
2017
Q2 		$116K Buy
5,203
+2,503
+93% +$53.7K ﹤0.01% 1886
2017
Q1 		$60K Sell
2,700
-5,552
-67% -$130K ﹤0.01% 2344
2016
Q4 		$230K Buy
8,252
+8,080
+4,698% +$197K ﹤0.01% 1340
2016
Q3 		$4K Hold
172
– – ﹤0.01% 3987
2016
Q2 		$4K Sell
172
-100
-37% -$2.88K ﹤0.01% 3760
2016
Q1 		$9K Sell
272
-100
-27% -$3.2K ﹤0.01% 3294
2015
Q4 		$14K Buy
372
+200
+116% +$7.05K ﹤0.01% 3076
2015
Q3 		$5K Buy
+172
New +$5.21K ﹤0.01% 3626
2015
Q1 		– Sell
-2,016
Closed -$54K – 4350
2014
Q4 		$54K Buy
2,016
+1,616
+404% +$42.1K ﹤0.01% 1966
2014
Q3 		$10K Buy
+400
New +$10.5K ﹤0.01% 2945

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

Creative Planning's PBF Position: Q2 2026 in Review

Creative Planning increased its PBF Energy (PBF) stake by 59% in Q2 2026, buying an estimated $2.9M and bringing the position to 188,414 shares worth $8.58M. The position accounts for 0.01% of the portfolio, ranked #995.

Creative Planning first reported a position in PBF in Q3 2014 and has held it in 27 quarters since. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Creative Planning held 188,414 shares of PBF Energy worth $8.58M as of Q2 2026.
  • Creative Planning bought 69,696 PBF Energy shares in Q2 2026, an estimated $2.9M.
  • PBF Energy made up 0.01% of Creative Planning's portfolio in Q2 2026, its #995 holding.
  • Creative Planning first reported a position in PBF Energy in Q3 2014 and has held it in 27 quarters since.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.