EWA
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EverSource Wealth Advisors’s PBF Energy PBF Stock Holding History

EverSource Wealth Advisors’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 		$127K Sell
2,783
-1,945
-41% -$80.9K ﹤0.01% 1256
2026
Q1 		$225K Buy
4,728
+931
+25% +$34.9K 0.01% 988
2025
Q4 		$103K Buy
3,797
+211
+6% +$6.76K ﹤0.01% 1295
2025
Q3 		$108K Sell
3,586
-147
-4% -$3.84K ﹤0.01% 1237
2025
Q2 		$80.9K Buy
3,733
+2,507
+204% +$47.7K ﹤0.01% 1319
2025
Q1 		$23.4K Sell
1,226
-1,237
-50% -$30.8K ﹤0.01% 1615
2024
Q4 		$65.4K Buy
2,463
+614
+33% +$18.7K ﹤0.01% 1065
2024
Q3 		$57.2K Buy
1,849
+81
+5% +$2.94K ﹤0.01% 1007
2024
Q2 		$72K Sell
1,768
-303
-15% -$15.5K ﹤0.01% 929
2024
Q1 		$110K Buy
2,071
+1,252
+153% +$61.3K 0.01% 676
2023
Q4 		$36K Buy
819
+48
+6% +$2.18K ﹤0.01% 1023
2023
Q3 		$41.3K Buy
771
+9
+1% +$429 ﹤0.01% 889
2023
Q2 		$31.2K Buy
762
+12
+2% +$456 ﹤0.01% 1004
2023
Q1 		$32.5K Sell
750
-636
-46% -$26.8K ﹤0.01% 938
2022
Q4 		$56.5K Buy
1,386
+507
+58% +$21.1K 0.01% 719
2022
Q3 		$31K Buy
879
+33
+4% +$1.04K 0.01% 756
2022
Q2 		$25K Hold
846
– – 0.01% 778
2022
Q1 		$20K Hold
846
– – 0.01% 702
2021
Q4 		$11K Buy
+846
New +$11.7K ﹤0.01% 929

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

EverSource Wealth Advisors's PBF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PBF Energy (PBF) stake by 41% in Q2 2026, selling an estimated $80.9K and leaving 2,783 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

EverSource Wealth Advisors first reported a position in PBF in Q4 2021 and has held it in 19 quarters since. The position peaked at $225K in Q1 2026. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • EverSource Wealth Advisors held 2,783 shares of PBF Energy worth $127K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,945 PBF Energy shares in Q2 2026, an estimated $80.9K.
  • PBF Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1256 holding.
  • EverSource Wealth Advisors first reported a position in PBF Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's PBF Energy position peaked at $225K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.