Moneta Group Investment Advisors’s PBF Energy PBF Stock Holding History

Moneta Group Investment 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 Q4	–	Sell	-9,797	Closed	-$296K	–	842
2025 Q3	$296K	Hold	9,797	–	–	﹤0.01%	627
2025 Q2	$212K	Buy	+9,797	New	+$186K	﹤0.01%	660
2025 Q1	–	Sell	-9,797	Closed	-$260K	–	697
2024 Q4	$260K	Hold	9,797	–	–	﹤0.01%	570
2024 Q3	$303K	Sell	9,797 -35	-0.4%	-$1.27K	﹤0.01%	516
2024 Q2	$452K	Sell	9,832 -86	-0.9%	-$4.4K	0.01%	406
2024 Q1	$571K	Sell	9,918 -363	-4%	-$17.8K	0.01%	353
2023 Q4	$452K	Buy	10,281 +430	+4%	+$19.5K	0.01%	358
2023 Q3	$527K	Sell	9,851 -20	-0.2%	-$952	0.01%	308
2023 Q2	$404K	Sell	9,871 -49	-0.5%	-$1.86K	0.01%	369
2023 Q1	$430K	Buy	9,920 +405	+4%	+$17.1K	0.01%	343
2022 Q4	$400K	Buy	+9,515	New	+$396K	0.01%	327

Other funds holding PBF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moneta Group Investment Advisors's PBF Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of PBF Energy (PBF) in Q4 2025, closing a stake of 9,797 shares — an estimated $296K sold.

Moneta Group Investment Advisors first reported a position in PBF in Q4 2022 and held it in 11 quarters. The position peaked at $571K in Q1 2024. 353 funds tracked by Wall St. Rank hold PBF as of Q4 2025.

Moneta Group Investment Advisors reported no remaining PBF Energy position as of Q4 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 9,797 PBF Energy shares in Q4 2025, an estimated $296K.
Moneta Group Investment Advisors first reported a position in PBF Energy in Q4 2022 and held it in 11 quarters.
Moneta Group Investment Advisors's PBF Energy position peaked at $571K in Q1 2024.
353 funds tracked by Wall St. Rank held PBF Energy as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.