HHM Wealth Advisors’s PBF Energy PBF Stock Holding History

HHM 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
2025 Q1	–	Sell	-26	Closed	-$691	–	1016
2024 Q4	$691	Buy	+26	New	+$791	﹤0.01%	894

Other funds holding PBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HHM Wealth Advisors's PBF Position: Q1 2025 in Review

HHM Wealth Advisors sold out of PBF Energy (PBF) in Q1 2025, closing a stake of 26 shares — an estimated $691 sold.

HHM Wealth Advisors first reported a position in PBF in Q4 2024 and held it in 1 quarter. The position peaked at $691 in Q4 2024. 307 funds tracked by Wall St. Rank hold PBF as of Q1 2025.

HHM Wealth Advisors reported no remaining PBF Energy position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 26 PBF Energy shares in Q1 2025, an estimated $691.
HHM Wealth Advisors first reported a position in PBF Energy in Q4 2024 and held it in 1 quarter.
HHM Wealth Advisors's PBF Energy position peaked at $691 in Q4 2024.
307 funds tracked by Wall St. Rank held PBF Energy as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.