JFS Wealth Advisors’s PBF Energy PBF Stock Holding History

JFS 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	$4.51K	Buy	99 +28	+39%	+$1.17K	﹤0.01%	1315
2026 Q1	$3.38K	Sell	71 -39	-35%	-$1.46K	﹤0.01%	1333
2025 Q4	$2.98K	Buy	110 +70	+175%	+$2.24K	﹤0.01%	1427
2025 Q3	$1.21K	Buy	+40	New	+$1.05K	﹤0.01%	1579
2025 Q2	–	Sell	-4	Closed	-$77	–	1947
2025 Q1	$77	Sell	4 -32	-89%	-$796	﹤0.01%	1883
2024 Q4	$956	Sell	36 -1	-3%	-$30	﹤0.01%	1678
2024 Q3	$1.15K	Sell	37 -32	-46%	-$1.16K	﹤0.01%	1665
2024 Q2	$3.18K	Hold	69	–	–	﹤0.01%	1252
2024 Q1	$3.97K	Hold	69	–	–	﹤0.01%	1182
2023 Q4	$3.03K	Sell	69 -4	-5%	-$182	﹤0.01%	1255
2023 Q3	$3.91K	Buy	73 +35	+92%	+$1.67K	﹤0.01%	1106
2023 Q2	$1.56K	Sell	38 -5	-12%	-$190	﹤0.01%	1480
2023 Q1	$1.86K	Buy	43 +4	+10%	+$168	﹤0.01%	1397
2022 Q4	$1.59K	Buy	39 +6	+18%	+$249	﹤0.01%	1461
2022 Q3	$1K	Buy	33 +5	+18%	+$158	﹤0.01%	1615
2022 Q2	$1K	Buy	+28	New	+$876	﹤0.01%	1608

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

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

JFS Wealth Advisors increased its PBF Energy (PBF) stake by 39% in Q2 2026, buying an estimated $1.17K and bringing the position to 99 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

JFS Wealth Advisors first reported a position in PBF in Q2 2022 and has held it in 16 quarters since. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

JFS Wealth Advisors held 99 shares of PBF Energy worth $4.51K as of Q2 2026.
JFS Wealth Advisors bought 28 PBF Energy shares in Q2 2026, an estimated $1.17K.
PBF Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1315 holding.
JFS Wealth Advisors first reported a position in PBF Energy in Q2 2022 and has held it in 16 quarters since.
439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.