Essential Partners
PBF icon

Essential Partners’s PBF Energy PBF Stock Holding History

Essential Partners’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
Q3 		$182K Buy
2,360
+305
+15% +$20.6K 0.08% 262
2026
Q2 		$93.5K Sell
2,055
-137
-6% -$5.7K 0.04% 438
2026
Q1 		$104K Hold
2,192
– – 0.04% 418
2025
Q4 		$59.4K Buy
2,192
+11
+0.5% +$352 0.02% 569
2025
Q3 		$65.8K Buy
2,181
+438
+25% +$11.4K 0.02% 533
2025
Q2 		$37.8K Buy
+1,743
New +$33.1K 0.02% 530

Other funds holding PBF

Counterpoint Mutual Funds
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Essential Partners's PBF Position: Q3 2026 in Review

Essential Partners increased its PBF Energy (PBF) stake by 15% in Q3 2026, buying an estimated $20.6K and bringing the position to 2,360 shares worth $182K. The position accounts for 0.08% of the portfolio, ranked #262.

Essential Partners first reported a position in PBF in Q2 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold PBF as of Q3 2026.

  • Essential Partners held 2,360 shares of PBF Energy worth $182K as of Q3 2026.
  • Essential Partners bought 305 PBF Energy shares in Q3 2026, an estimated $20.6K.
  • PBF Energy made up 0.08% of Essential Partners's portfolio in Q3 2026, its #262 holding.
  • Essential Partners first reported a position in PBF Energy in Q2 2025 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held PBF Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.