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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
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
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Capital Management's PBF Position: Q1 2026 in Review

Evergreen Capital Management increased its PBF Energy (PBF) stake by 0.29% in Q1 2026, buying an estimated $862 and bringing the position to 7,833 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #982.

Evergreen Capital Management first reported a position in PBF in Q3 2023 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold PBF as of Q1 2026.

  • Evergreen Capital Management held 7,833 shares of PBF Energy worth $373K as of Q1 2026.
  • Evergreen Capital Management bought 23 PBF Energy shares in Q1 2026, an estimated $862.
  • PBF Energy made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #982 holding.
  • Evergreen Capital Management first reported a position in PBF Energy in Q3 2023 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held PBF Energy as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.