LPL Financial’s PBF Energy PBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $474K | Sell |
10,412
-3,853
| -27% | -$160K | ﹤0.01% | 5074 |
|
|
2026
Q1 | $679K | Buy |
14,265
+6,633
| +87% | +$249K | ﹤0.01% | 4501 |
|
|
2025
Q4 | $207K | Sell |
7,632
-553
| -7% | -$17.7K | ﹤0.01% | 5425 |
|
|
2025
Q3 | $247K | Sell |
8,185
-1,927
| -19% | -$50.4K | ﹤0.01% | 5198 |
|
|
2025
Q2 | $219K | Sell |
10,112
-4,231
| -29% | -$80.4K | ﹤0.01% | 5021 |
|
|
2025
Q1 | $274K | Sell |
14,343
-9,459
| -40% | -$235K | ﹤0.01% | 4648 |
|
|
2024
Q4 | $632K | Buy |
23,802
+748
| +3% | +$22.8K | ﹤0.01% | 3885 |
|
|
2024
Q3 | $714K | Sell |
23,054
-1,400
| -6% | -$50.9K | ﹤0.01% | 3706 |
|
|
2024
Q2 | $1.13M | Sell |
24,454
-18,109
| -43% | -$927K | ﹤0.01% | 3141 |
|
|
2024
Q1 | $2.45M | Buy |
42,563
+3,714
| +10% | +$182K | ﹤0.01% | 2365 |
|
|
2023
Q4 | $1.71M | Sell |
38,849
-17,829
| -31% | -$810K | ﹤0.01% | 2558 |
|
|
2023
Q3 | $3.03M | Sell |
56,678
-1,204
| -2% | -$57.3K | ﹤0.01% | 1950 |
|
|
2023
Q2 | $2.37M | Sell |
57,882
-7,079
| -11% | -$269K | ﹤0.01% | 2100 |
|
|
2023
Q1 | $2.82M | Buy |
64,961
+2,326
| +4% | +$98K | ﹤0.01% | 1880 |
|
|
2022
Q4 | $2.55M | Sell |
62,635
-4,389
| -7% | -$182K | ﹤0.01% | 1901 |
|
|
2022
Q3 | $2.36M | Buy |
67,024
+35,731
| +114% | +$1.13M | ﹤0.01% | 1852 |
|
|
2022
Q2 | $908K | Sell |
31,293
-26,432
| -46% | -$827K | ﹤0.01% | 2642 |
|
|
2022
Q1 | $1.41M | Sell |
57,725
-11,923
| -17% | -$225K | ﹤0.01% | 2327 |
|
|
2021
Q4 | $903K | Buy |
69,648
+31,853
| +84% | +$441K | ﹤0.01% | 2746 |
|
|
2021
Q3 | $490K | Sell |
37,795
-18,891
| -33% | -$196K | ﹤0.01% | 3233 |
|
|
2021
Q2 | $867K | Buy |
56,686
+1,181
| +2% | +$18.2K | ﹤0.01% | 2688 |
|
|
2021
Q1 | $785K | Buy |
55,505
+17,380
| +46% | +$208K | ﹤0.01% | 2619 |
|
|
2020
Q4 | $271K | Buy |
38,125
+14,212
| +59% | +$92.7K | ﹤0.01% | 3291 |
|
|
2020
Q3 | $136K | Sell |
23,913
-10,567
| -31% | -$87.6K | ﹤0.01% | 3309 |
|
|
2020
Q2 | $353K | Buy |
34,480
+22,422
| +186% | +$224K | ﹤0.01% | 2709 |
|
|
2020
Q1 | $85K | Buy |
12,058
+1,633
| +16% | +$36.6K | ﹤0.01% | 3023 |
|
|
2019
Q4 | $327K | Sell |
10,425
-712
| -6% | -$21.9K | ﹤0.01% | 2703 |
|
|
2019
Q3 | $303K | Sell |
11,137
-177
| -2% | -$4.52K | ﹤0.01% | 2673 |
|
|
2019
Q2 | $354K | Sell |
11,314
-10,976
| -49% | -$328K | ﹤0.01% | 2567 |
|
|
2019
Q1 | $694K | Sell |
22,290
-2,368
| -10% | -$79.6K | ﹤0.01% | 1937 |
|
|
2018
Q4 | $806K | Sell |
24,658
-707
| -3% | -$28.5K | ﹤0.01% | 1690 |
|
|
2018
Q3 | $1.27M | Sell |
25,365
-24,856
| -49% | -$1.18M | ﹤0.01% | 1504 |
|
|
2018
Q2 | $2.11M | Buy |
50,221
+337
| +0.7% | +$14.1K | 0.01% | 1105 |
|
|
2018
Q1 | $1.69M | Sell |
49,884
-11,745
| -19% | -$379K | ﹤0.01% | 1220 |
|
|
2017
Q4 | $2.19M | Buy |
61,629
+164
| +0.3% | +$5.07K | 0.01% | 1011 |
|
|
2017
Q3 | $1.7M | Buy |
61,465
+19,166
| +45% | +$444K | 0.01% | 1086 |
|
|
2017
Q2 | $942K | Buy |
42,299
+4,438
| +12% | +$95.3K | ﹤0.01% | 1413 |
|
|
2017
Q1 | $833K | Buy |
+37,861
| New | +$888K | 0.01% | 1388 |
|
|
2014
Q4 | – | Sell |
-8,577
| Closed | -$205K | – | 2773 |
|
|
2014
Q3 | $205K | Buy |
+8,577
| New | +$226K | ﹤0.01% | 2442 |
|
Other funds holding PBF
PMG
HAI
CMF
LPL Financial's PBF Position: Q2 2026 in Review
LPL Financial reduced its PBF Energy (PBF) stake by 27% in Q2 2026, selling an estimated $160K and leaving 10,412 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #5074.
LPL Financial first reported a position in PBF in Q3 2014 and has held it in 39 quarters since. The position peaked at $3.03M in Q3 2023. 180 funds tracked by Wall St. Rank hold PBF as of Q2 2026.
- LPL Financial held 10,412 shares of PBF Energy worth $474K as of Q2 2026.
- LPL Financial sold 3,853 PBF Energy shares in Q2 2026, an estimated $160K.
- PBF Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5074 holding.
- LPL Financial first reported a position in PBF Energy in Q3 2014 and has held it in 39 quarters since.
- LPL Financial's PBF Energy position peaked at $3.03M in Q3 2023.
- 180 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.