Evergreen Capital Management’s PBF Energy PBF Stock Holding History

Evergreen Capital Management’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	$362K	Buy	7,948 +115	+1%	+$4.79K	0.01%	1100
2026 Q1	$373K	Buy	7,833 +23	+0.3%	+$862	0.01%	982
2025 Q4	$212K	Buy	+7,810	New	+$250K	﹤0.01%	1280
2024 Q2	–	Sell	-4,080	Closed	-$235K	–	990
2024 Q1	$235K	Buy	+4,080	New	+$200K	0.01%	727
2023 Q4	–	Sell	-4,070	Closed	-$218K	–	885
2023 Q3	$218K	Buy	+4,070	New	+$194K	0.01%	677

Other funds holding PBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evergreen Capital Management's PBF Position: Q2 2026 in Review

Evergreen Capital Management increased its PBF Energy (PBF) stake by 1.5% in Q2 2026, buying an estimated $4.79K and bringing the position to 7,948 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #1100.

Evergreen Capital Management first reported a position in PBF in Q3 2023 and has held it in 5 quarters since. The position peaked at $373K in Q1 2026. 440 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

Evergreen Capital Management held 7,948 shares of PBF Energy worth $362K as of Q2 2026.
Evergreen Capital Management bought 115 PBF Energy shares in Q2 2026, an estimated $4.79K.
PBF Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1100 holding.
Evergreen Capital Management first reported a position in PBF Energy in Q3 2023 and has held it in 5 quarters since.
Evergreen Capital Management's PBF Energy position peaked at $373K in Q1 2026.
440 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.