GFPC
PBF icon

Global Financial Private Client’s PBF Energy PBF Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-13
Closed -$248 – 1199
2025
Q1 		$248 Buy
13
+9
+225% +$224 ﹤0.01% 1487
2024
Q4 		$106 Buy
+4
New +$122 ﹤0.01% 1471

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Global Financial Private Client's PBF Position: Q2 2025 in Review

Global Financial Private Client sold out of PBF Energy (PBF) in Q2 2025, closing a stake of 13 shares — an estimated $248 sold.

Global Financial Private Client first reported a position in PBF in Q4 2024 and held it in 2 quarters. The position peaked at $248 in Q1 2025. 315 funds tracked by Wall St. Rank hold PBF as of Q2 2025.

  • Global Financial Private Client reported no remaining PBF Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 13 PBF Energy shares in Q2 2025, an estimated $248.
  • Global Financial Private Client first reported a position in PBF Energy in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's PBF Energy position peaked at $248 in Q1 2025.
  • 315 funds tracked by Wall St. Rank held PBF Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.