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Moran Wealth Management’s PBF Energy PBF Stock Holding History

Moran Wealth Management’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 		– Sell
-5,894
Closed -$281K – 536
2026
Q1 		$281K Buy
+5,894
New +$221K 0.01% 428
2024
Q3 		– Sell
-17,274
Closed -$795K – 419
2024
Q2 		$795K Sell
17,274
-3,117
-15% -$160K 0.03% 302
2024
Q1 		$1.17M Buy
20,391
+4,346
+27% +$213K 0.04% 284
2023
Q4 		$705K Sell
16,045
-1,656
-9% -$75.2K 0.03% 321
2023
Q3 		$948K Buy
+17,701
New +$843K 0.04% 266

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Moran Wealth Management's PBF Position: Q2 2026 in Review

Moran Wealth Management sold out of PBF Energy (PBF) in Q2 2026, closing a stake of 5,894 shares — an estimated $281K sold.

Moran Wealth Management first reported a position in PBF in Q3 2023 and held it in 5 quarters. The position peaked at $1.17M in Q1 2024. 439 funds tracked by Wall St. Rank hold PBF as of Q2 2026.

  • Moran Wealth Management reported no remaining PBF Energy position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 5,894 PBF Energy shares in Q2 2026, an estimated $281K.
  • Moran Wealth Management first reported a position in PBF Energy in Q3 2023 and held it in 5 quarters.
  • Moran Wealth Management's PBF Energy position peaked at $1.17M in Q1 2024.
  • 439 funds tracked by Wall St. Rank held PBF Energy as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.